0001317829-20-000003.txt : 20200408
0001317829-20-000003.hdr.sgml : 20200408
20200408133307
ACCESSION NUMBER: 0001317829-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200408
DATE AS OF CHANGE: 20200408
EFFECTIVENESS DATE: 20200408
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: 20781688
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
false
0001317829
XXXXXXXX
03-31-2020
03-31-2020
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
04-08-2020
0
105
300467
false
INFORMATION TABLE
2
033120.xml
AMAZON COM INC COM
Stock
023135106
2268
1163
SH
SOLE
0
1163
0
0
INVESCO QQQ TRUST
ETF
46090E103
260
1366
SH
SOLE
0
1365
0
0
TECHNOLOGY SELECT SECTOR SPDR FUND
ETF
81369Y803
11898
148041
SH
SOLE
0
148041
0
0
VULCAN MATLS CO COM
Stock
929160109
284
2625
SH
SOLE
0
2625
0
0
JOHNSON & JOHNSON COM
Stock
478160104
2185
16661
SH
SOLE
0
16661
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
12192
42760
SH
SOLE
0
42760
0
0
ISHARES MSCI KLD 400 SOCIAL ETF
ETF
464288570
498
5109
SH
SOLE
0
5109
0
0
PROCTER & GAMBLE CO COM
Stock
742718109
466
4234
SH
SOLE
0
4234
0
0
IDEX CORP COM
Stock
45167R104
369
2674
SH
SOLE
0
2674
0
0
TRUIST FINANCIAL CORP
Stock
89832Q109
1260
40865
SH
SOLE
0
40865
0
0
VANGUARD REAL ESTATE ETF
ETF
922908553
5935
84969
SH
SOLE
0
84969
0
0
INTEL CORP COM
Stock
458140100
447
8268
SH
SOLE
0
8268
0
0
WATERS CORP COM
Stock
941848103
597
3280
SH
SOLE
0
3280
0
0
MERCK & CO. INC COM
Stock
58933Y105
683
8880
SH
SOLE
0
8880
0
0
SPDR S&P 500 ETF
ETF
78462F103
567
2200
SH
SOLE
0
2200
0
0
CORNING INC COM
Stock
219350105
707
34402
SH
SOLE
0
34402
0
0
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
635
11820
SH
SOLE
0
11819
0
0
SNAP ON INC COM
Stock
833034101
480
4407
SH
SOLE
0
4407
0
0
HONEYWELL INTL INC COM
Stock
438516106
5395
40325
SH
SOLE
0
40324
0
0
US BANCORP DEL COM NEW
Stock
902973304
1509
43807
SH
SOLE
0
43807
0
0
HOME DEPOT INC COM
Stock
437076102
1741
9324
SH
SOLE
0
9324
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
525
3840
SH
SOLE
0
3840
0
0
ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF
ETF
46435G243
888
35620
SH
SOLE
0
35620
0
0
SPDR WELLS FARGO PREFERRED STOCK ETF
ETF
78464A292
1906
48630
SH
SOLE
0
48630
0
0
BECTON DICKINSON & CO COM
Stock
075887109
5530
24068
SH
SOLE
0
24068
0
0
SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
346
6716
SH
SOLE
0
6716
0
0
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
719
4772
SH
SOLE
0
4771
0
0
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
17856
291520
SH
SOLE
0
291520
0
0
IQVIA HLDGS INC COM
Stock
46266C105
1357
12585
SH
SOLE
0
12585
0
0
TELEFLEX INCORPORATED COM
Stock
879369106
5872
20050
SH
SOLE
0
20050
0
0
MSC INDL DIRECT INC CL A
Stock
553530106
278
5050
SH
SOLE
0
5050
0
0
SYNEOS HEALTH INC CL A
Stock
87166B102
2694
68340
SH
SOLE
0
68340
0
0
CENTENE CORP DEL COM
Stock
15135B101
953
16035
SH
SOLE
0
16035
0
0
ISHARES S&P SMALL-CAP FUND
ETF
464287804
9083
161886
SH
SOLE
0
161886
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
599
3278
SH
SOLE
0
3277
0
0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
ETF
92206C409
1381
17459
SH
SOLE
0
17459
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
1634
1406
SH
SOLE
0
1406
0
0
FISERV INC COM
Stock
337738108
4442
46763
SH
SOLE
0
46763
0
0
COMCAST CORP NEW CL A
Stock
20030N101
3391
98646
SH
SOLE
0
98646
0
0
MICROSOFT CORP COM
Stock
594918104
12687
80442
SH
SOLE
0
80441
0
0
NIKE INC CL B
Stock
654106103
607
7335
SH
SOLE
0
7335
0
0
NXP SEMICONDUCTORS N V COM
Stock
N6596X109
525
6334
SH
SOLE
0
6334
0
0
AMPHENOL CORP NEW CL A
Stock
032095101
5315
72926
SH
SOLE
0
72925
0
0
BLACKROCK CORE BD TR SHS BEN INT
CEF
09249E101
794
60000
SH
SOLE
0
60000
0
0
CLARIVATE ANALYTICS PLC COM
Stock
G21810109
446
21485
SH
SOLE
0
21485
0
0
VANGUARD S&P 500 ETF
ETF
922908363
876
3700
SH
SOLE
0
3700
0
0
INVESCO S&P 500 EQUAL WEIGHT ETF
ETF
46137V357
1121
13341
SH
SOLE
0
13340
0
0
WABTEC COM
Stock
929740108
511
10620
SH
SOLE
0
10620
0
0
LILLY ELI & CO COM
Stock
532457108
556
4005
SH
SOLE
0
4005
0
0
AIR PRODS & CHEMS INC COM
Stock
009158106
5913
29623
SH
SOLE
0
29623
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
268
2343
SH
SOLE
0
2343
0
0
FIDELITY NATL INFORMATION SVCS COM
Stock
31620M106
13341
109678
SH
SOLE
0
109677
0
0
MICRON TECHNOLOGY INC COM
Stock
595112103
2229
52988
SH
SOLE
0
52988
0
0
XYLEM INC COM
Stock
98419M100
3958
60766
SH
SOLE
0
60766
0
0
VISA INC COM CL A
Stock
92826C839
5098
31644
SH
SOLE
0
31644
0
0
PROSHARES ULTRASHORT S&P 500
ETF
74347B383
365
12000
SH
SOLE
0
12000
0
0
MARTIN MARIETTA MATLS INC COM
Stock
573284106
208
1100
SH
SOLE
0
1100
0
0
ISHARES SHORT TERM CORPORATE BOND
ETF
464288646
25140
480139
SH
SOLE
0
480138
0
0
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF
ETF
46138J502
1400
66642
SH
SOLE
0
66642
0
0
CHURCH & DWIGHT INC COM
Stock
171340102
607
9450
SH
SOLE
0
9450
0
0
AMETEK INC COM
Stock
031100100
4547
63129
SH
SOLE
0
63129
0
0
CISCO SYS INC COM
Stock
17275R102
2389
60763
SH
SOLE
0
60763
0
0
HD SUPPLY HLDGS INC COM
Stock
40416M105
254
8950
SH
SOLE
0
8950
0
0
XILINX INC COM
Stock
983919101
4249
54520
SH
SOLE
0
54520
0
0
HENRY SCHEIN INC COM
Stock
806407102
720
14250
SH
SOLE
0
14250
0
0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
ETF
316092808
736
11744
SH
SOLE
0
11744
0
0
ISHARES CORE S&P 500 ETF
ETF
464287200
2804
10850
SH
SOLE
0
10850
0
0
HANCOCK JOHN PFD INCOME FD SH BEN INT
CEF
41013W108
671
41725
SH
SOLE
0
41725
0
0
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF
ETF
46138J700
1296
61786
SH
SOLE
0
61786
0
0
AIR LEASE CORP CL A
Stock
00912X302
2948
133145
SH
SOLE
0
133145
0
0
UNION PAC CORP COM
Stock
907818108
609
4315
SH
SOLE
0
4315
0
0
ECOLAB INC COM
Stock
278865100
4971
31899
SH
SOLE
0
31899
0
0
ISHARES PREFERRED AND INCOME SECURITIES ETF
ETF
464288687
1426
44779
SH
SOLE
0
44779
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
9099
32086
SH
SOLE
0
32085
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
5598
62177
SH
SOLE
0
62176
0
0
CHEVRON CORP NEW COM
Stock
166764100
2046
28235
SH
SOLE
0
28234
0
0
MARKEL CORP COM
Stock
570535104
759
818
SH
SOLE
0
817
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
381
11415
SH
SOLE
0
11415
0
0
DANAHER CORPORATION COM
Stock
235851102
9904
71557
SH
SOLE
0
71557
0
0
M & T BK CORP COM
Stock
55261F104
311
3003
SH
SOLE
0
3003
0
0
BK OF AMERICA CORP COM
Stock
060505104
760
35800
SH
SOLE
0
35800
0
0
WALMART INC COM
Stock
931142103
258
2273
SH
SOLE
0
2273
0
0
INTERNATIONAL BUSINESS MACHS COM
Stock
459200101
553
4985
SH
SOLE
0
4985
0
0
RAYTHEON TECHNOLOGIES CORP COM
Stock
75513E101
3643
38624
SH
SOLE
0
38624
0
0
TEXAS INSTRS INC COM
Stock
882508104
2384
23860
SH
SOLE
0
23860
0
0
PFIZER INC COM
Stock
717081103
329
10083
SH
SOLE
0
10082
0
0
MORGAN STANLEY COM NEW
Stock
617446448
209
6150
SH
SOLE
0
6150
0
0
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ETF
46434V100
5179
103287
SH
SOLE
0
103287
0
0
3M CO COM
Stock
88579Y101
319
2340
SH
SOLE
0
2340
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
1437
1235
SH
SOLE
0
1235
0
0
IHS MARKIT LTD SHS
Stock
G47567105
3579
59647
SH
SOLE
0
59647
0
0
CATALENT INC COM
Stock
148806102
1672
32190
SH
SOLE
0
32190
0
0
IDACORP INC COM
Stock
451107106
657
7481
SH
SOLE
0
7481
0
0
ROBERT HALF INTL INC COM
Stock
770323103
432
11450
SH
SOLE
0
11450
0
0
PNC FINL SVCS GROUP INC COM
Stock
693475105
249
2600
SH
SOLE
0
2600
0
0
FIDELITY MSCI REAL ESTATE INDEX ETF
ETF
316092857
477
22949
SH
SOLE
0
22949
0
0
AMERICAN WTR WKS CO INC NEW COM
Stock
030420103
1279
10695
SH
SOLE
0
10695
0
0
EXXON MOBIL CORP COM
Stock
30231G102
1307
34418
SH
SOLE
0
34417
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
815
3266
SH
SOLE
0
3266
0
0
SOLAREDGE TECHNOLOGIES INC COM
Stock
83417M104
645
7880
SH
SOLE
0
7880
0
0
CROWN CASTLE INTL CORP NEW COM
REIT
22822V101
7421
51390
SH
SOLE
0
51390
0
0
APPLE INC COM
Stock
037833100
2175
8554
SH
SOLE
0
8553
0
0
ABBOTT LABS COM
Stock
002824100
6855
86877
SH
SOLE
0
86877
0
0
DISNEY WALT CO COM DISNEY
Stock
254687106
1064
11017
SH
SOLE
0
11017
0
0
INVESCO PREFERRED ETF
ETF
46138E511
9260
703640
SH
SOLE
0
703640
0
0