Partner

0001317829-18-000002.txt : 20180426 0001317829-18-000002.hdr.sgml : 20180426 20180426161212 ACCESSION NUMBER: 0001317829-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180426 DATE AS OF CHANGE: 20180426 EFFECTIVENESS DATE: 20180426 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: 18778661 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 03-31-2018 03-31-2018 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 04-26-2018 0 118 261291 false INFORMATION TABLE 2 033118.XML AMAZON COM INC COM Stock 023135106 847 585 SH SOLE 0 585 0 0 POWERSHARES QQQ TRUST, SERIES 1 ETF 73935A104 239 1493 SH SOLE 0 1493 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 11217 171468 SH SOLE 0 171468 0 0 STARBUCKS CORP COM Stock 855244109 434 7491 SH SOLE 0 7491 0 0 VULCAN MATLS CO COM Stock 929160109 318 2785 SH SOLE 0 2785 0 0 JOHNSON & JOHNSON COM Stock 478160104 4240 33087 SH SOLE 0 33087 0 0 LKQ CORP COM Stock 501889208 482 12710 SH SOLE 0 12710 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 8850 46965 SH SOLE 0 46965 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 293 3000 SH SOLE 0 3000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 305 4775 SH SOLE 0 4775 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 617 7780 SH SOLE 0 7780 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 251 10240 SH SOLE 0 10240 0 0 IDEX CORP COM Stock 45167R104 381 2674 SH SOLE 0 2674 0 0 BB&T CORP COM Stock 054937107 3610 69375 SH SOLE 0 69375 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 432 4125 SH SOLE 0 4125 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 6442 85365 SH SOLE 0 85365 0 0 INTEL CORP COM Stock 458140100 299 5746 SH SOLE 0 5746 0 0 WATERS CORP COM Stock 941848103 840 4230 SH SOLE 0 4230 0 0 SPDR S&P 500 ETF ETF 78462F103 534 2030 SH SOLE 0 2030 0 0 CORNING INC COM Stock 219350105 468 16775 SH SOLE 0 16775 0 0 FIRST DATA CORP NEW COM CL A Stock 32008D106 1658 103650 SH SOLE 0 103650 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1268 26518 SH SOLE 0 26517 0 0 SNAP ON INC COM Stock 833034101 1236 8378 SH SOLE 0 8378 0 0 PEPSICO INC COM Stock 713448108 2215 20296 SH SOLE 0 20296 0 0 HONEYWELL INTL INC COM Stock 438516106 1613 11159 SH SOLE 0 11159 0 0 US BANCORP DEL COM NEW Stock 902973304 2680 53071 SH SOLE 0 53071 0 0 HOME DEPOT INC COM Stock 437076102 1002 5624 SH SOLE 0 5624 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 467 4115 SH SOLE 0 4115 0 0 BECTON DICKINSON & CO COM Stock 075887109 2109 9733 SH SOLE 0 9733 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 512 7400 SH SOLE 0 7400 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 17380 275531 SH SOLE 0 275531 0 0 IQVIA HLDGS INC COM Stock 46266C105 1394 14210 SH SOLE 0 14210 0 0 TELEFLEX INC COM Stock 879369106 3811 14945 SH SOLE 0 14945 0 0 MSC INDL DIRECT INC CL A Stock 553530106 534 5825 SH SOLE 0 5825 0 0 SYNEOS HEALTH INC CL A Stock 87166B102 2459 69280 SH SOLE 0 69280 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 14098 183062 SH SOLE 0 183062 0 0 WORLDPAY INC CL A Stock 981558109 6519 79265 SH SOLE 0 79265 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 461 2311 SH SOLE 0 2311 0 0 WEYERHAEUSER CO COM REIT 962166104 364 10400 SH SOLE 0 10400 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 516 6579 SH SOLE 0 6579 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 558 538 SH SOLE 0 538 0 0 FISERV INC COM Stock 337738108 3675 51530 SH SOLE 0 51530 0 0 COMCAST CORP NEW CL A Stock 20030N101 3940 115302 SH SOLE 0 115302 0 0 MICROSOFT CORP COM Stock 594918104 6996 76654 SH SOLE 0 76654 0 0 MASCO CORP COM Stock 574599106 3292 81405 SH SOLE 0 81405 0 0 RPM INTL INC COM Stock 749685103 919 19270 SH SOLE 0 19270 0 0 BOEING CO COM Stock 097023105 221 673 SH SOLE 0 673 0 0 NIKE INC CL B Stock 654106103 599 9010 SH SOLE 0 9010 0 0 ROCKWELL COLLINS INC COM Stock 774341101 4908 36395 SH SOLE 0 36395 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 548 4685 SH SOLE 0 4685 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 329 5665 SH SOLE 0 5665 0 0 AMPHENOL CORP NEW CL A Stock 032095101 4496 52201 SH SOLE 0 52201 0 0 VANGUARD S&P 500 ETF ETF 922908363 736 3042 SH SOLE 0 3042 0 0 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 448 1310 SH SOLE 0 1310 0 0 GUGGENHEIM S&P 500 EQUAL WEIGHT ETF ETF 739371813 1158 11642 SH SOLE 0 11642 0 0 WABTEC CORP COM Stock 929740108 880 10815 SH SOLE 0 10815 0 0 LILLY ELI & CO COM Stock 532457108 468 6050 SH SOLE 0 6050 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 4162 26170 SH SOLE 0 26170 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 302 1990 SH SOLE 0 1990 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 5614 58302 SH SOLE 0 58302 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 3083 59138 SH SOLE 0 59138 0 0 XYLEM INC COM Stock 98419M100 748 9725 SH SOLE 0 9725 0 0 VISA INC COM CL A Stock 92826C839 590 4935 SH SOLE 0 4935 0 0 POWERSHARES BULLETSHARES 2018 CORPORATE BOND PORTFOLIO ETF 73939W102 4597 217559 SH SOLE 0 217559 0 0 CELGENE CORP COM Stock 151020104 1630 18270 SH SOLE 0 18270 0 0 POWERSHARES BULLETSHARES 2019 CORPORATE BOND PORTFOLIO ETF 73939W300 3463 165051 SH SOLE 0 165051 0 0 ISHARES 1-3 YEAR CREDIT BOND ETF ETF 464288646 8880 85547 SH SOLE 0 85547 0 0 EOG RES INC COM Stock 26875P101 772 7330 SH SOLE 0 7330 0 0 POWERSHARES BULLETSHARES 2020 CORPORATE BOND PORTFOLIO ETF 73939W508 1029 48845 SH SOLE 0 48845 0 0 APTARGROUP INC COM Stock 038336103 1280 14250 SH SOLE 0 14250 0 0 CHURCH & DWIGHT INC COM Stock 171340102 597 11850 SH SOLE 0 11850 0 0 GENERAL DYNAMICS CORP COM Stock 369550108 2139 9685 SH SOLE 0 9685 0 0 AMETEK INC NEW COM Stock 031100100 3239 42634 SH SOLE 0 42634 0 0 CISCO SYS INC COM Stock 17275R102 548 12785 SH SOLE 0 12785 0 0 HD SUPPLY HLDGS INC COM Stock 40416M105 308 8125 SH SOLE 0 8125 0 0 SCHEIN HENRY INC COM Stock 806407102 1280 19050 SH SOLE 0 19050 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 635 12233 SH SOLE 0 12233 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 1662 6264 SH SOLE 0 6264 0 0 AIR LEASE CORP CL A Stock 00912X302 5160 121070 SH SOLE 0 121070 0 0 WELLS FARGO CO NEW COM Stock 949746101 314 5983 SH SOLE 0 5982 0 0 UNION PAC CORP COM Stock 907818108 565 4200 SH SOLE 0 4200 0 0 ECOLAB INC COM Stock 278865100 3066 22365 SH SOLE 0 22365 0 0 ISHARES U.S. PREFERRED STOCK ETF ETF 464288687 998 26583 SH SOLE 0 26583 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 6236 30205 SH SOLE 0 30205 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 5732 52127 SH SOLE 0 52127 0 0 CHEVRON CORP NEW COM Stock 166764100 2329 20421 SH SOLE 0 20421 0 0 CONOCOPHILLIPS COM Stock 20825C104 724 12212 SH SOLE 0 12212 0 0 MARKEL CORP COM Stock 570535104 681 582 SH SOLE 0 582 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 563 12726 SH SOLE 0 12726 0 0 DANAHER CORP DEL COM Stock 235851102 5904 60305 SH SOLE 0 60305 0 0 M & T BK CORP COM Stock 55261F104 1108 6010 SH SOLE 0 6010 0 0 BANK AMER CORP COM Stock 060505104 511 17050 SH SOLE 0 17050 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 318 3483 SH SOLE 0 3483 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1263 8230 SH SOLE 0 8230 0 0 UNITED TECHNOLOGIES CORP COM Stock 913017109 920 7309 SH SOLE 0 7309 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 756 16082 SH SOLE 0 16082 0 0 TEXAS INSTRS INC COM Stock 882508104 381 3666 SH SOLE 0 3666 0 0 PFIZER INC COM Stock 717081103 338 9525 SH SOLE 0 9524 0 0 MORGAN STANLEY COM NEW Stock 617446448 5798 107450 SH SOLE 0 107450 0 0 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 1562 31401 SH SOLE 0 31401 0 0 3M CO COM Stock 88579Y101 543 2473 SH SOLE 0 2473 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 780 756 SH SOLE 0 756 0 0 IHS MARKIT LTD SHS Stock G47567105 1540 31929 SH SOLE 0 31929 0 0 IDACORP INC COM Stock 451107106 659 7461 SH SOLE 0 7461 0 0 ROBERT HALF INTL INC COM Stock 770323103 732 12650 SH SOLE 0 12650 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 408 2700 SH SOLE 0 2700 0 0 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 490 21420 SH SOLE 0 21420 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 965 11750 SH SOLE 0 11750 0 0 EXXON MOBIL CORP COM Stock 30231G102 3215 43085 SH SOLE 0 43085 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 535 2500 SH SOLE 0 2500 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 348 6070 SH SOLE 0 6070 0 0 DENTSPLY SIRONA INC COM Stock 24906P109 255 5059 SH SOLE 0 5059 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 5341 48730 SH SOLE 0 48730 0 0 APPLE INC COM Stock 037833100 653 3889 SH SOLE 0 3889 0 0 ABBOTT LABS COM Stock 002824100 4595 76690 SH SOLE 0 76690 0 0 DISNEY WALT CO COM DISNEY Stock 254687106 284 2825 SH SOLE 0 2825 0 0 POWERSHARES PREFERRED PORTFOLIO ETF 73936T565 10390 711675 SH SOLE 0 711675 0 0