0001317829-20-000004.txt : 20200727 0001317829-20-000004.hdr.sgml : 20200727 20200727123947 ACCESSION NUMBER: 0001317829-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200727 DATE AS OF CHANGE: 20200727 EFFECTIVENESS DATE: 20200727 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: 201049728 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 06-30-2020 06-30-2020 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 07-27-2020 0 115 355231 false
INFORMATION TABLE 2 20200630.xml AMAZON COM INC COM Stock 023135106 3357 1217 SH SOLE 0 1216 0 0 INVESCO QQQ TRUST ETF 46090E103 341 1376 SH SOLE 0 1376 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 15472 148071 SH SOLE 0 148071 0 0 VULCAN MATLS CO COM Stock 929160109 324 2800 SH SOLE 0 2800 0 0 JOHNSON & JOHNSON COM Stock 478160104 2316 16466 SH SOLE 0 16466 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 306 1952 SH SOLE 0 1952 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 13496 44512 SH SOLE 0 44512 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 609 5161 SH SOLE 0 5161 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 1031 8622 SH SOLE 0 8621 0 0 IDEX CORP COM Stock 45167R104 423 2674 SH SOLE 0 2674 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 6511 82913 SH SOLE 0 82913 0 0 INTEL CORP COM Stock 458140100 512 8549 SH SOLE 0 8549 0 0 WATERS CORP COM Stock 941848103 583 3230 SH SOLE 0 3230 0 0 MERCK & CO. INC COM Stock 58933Y105 797 10312 SH SOLE 0 10312 0 0 SPDR S&P 500 ETF ETF 78462F103 808 2621 SH SOLE 0 2621 0 0 CORNING INC COM Stock 219350105 873 33714 SH SOLE 0 33713 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 472 8562 SH SOLE 0 8561 0 0 SNAP ON INC COM Stock 833034101 541 3907 SH SOLE 0 3907 0 0 PEPSICO INC COM Stock 713448108 206 1561 SH SOLE 0 1561 0 0 HONEYWELL INTL INC COM Stock 438516106 6075 42018 SH SOLE 0 42017 0 0 US BANCORP DEL COM NEW Stock 902973304 1584 43007 SH SOLE 0 43007 0 0 HOME DEPOT INC COM Stock 437076102 2355 9402 SH SOLE 0 9402 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 482 3240 SH SOLE 0 3240 0 0 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 905 34791 SH SOLE 0 34791 0 0 SPDR WELLS FARGO PREFERRED STOCK ETF ETF 78464A292 2191 52363 SH SOLE 0 52363 0 0 BECTON DICKINSON & CO COM Stock 075887109 5731 23952 SH SOLE 0 23952 0 0 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 201 1590 SH SOLE 0 1590 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 385 5899 SH SOLE 0 5898 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 956 4978 SH SOLE 0 4978 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 23381 315539 SH SOLE 0 315538 0 0 IQVIA HLDGS INC COM Stock 46266C105 1731 12200 SH SOLE 0 12200 0 0 TELEFLEX INCORPORATED COM Stock 879369106 7352 20198 SH SOLE 0 20198 0 0 MSC INDL DIRECT INC CL A Stock 553530106 368 5050 SH SOLE 0 5050 0 0 SYNEOS HEALTH INC CL A Stock 87166B102 3888 66740 SH SOLE 0 66740 0 0 CENTENE CORP DEL COM Stock 15135B101 1274 20055 SH SOLE 0 20055 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 5887 86203 SH SOLE 0 86203 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 630 3528 SH SOLE 0 3527 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 1461 17669 SH SOLE 0 17669 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 2008 1416 SH SOLE 0 1416 0 0 FISERV INC COM Stock 337738108 4423 45313 SH SOLE 0 45313 0 0 NEWMONT MINING CORP COM Stock 651639106 923 14950 SH SOLE 0 14950 0 0 COMCAST CORP NEW CL A Stock 20030N101 3724 95546 SH SOLE 0 95546 0 0 MICROSOFT CORP COM Stock 594918104 16445 80808 SH SOLE 0 80807 0 0 CVS HEALTH CORP COM Stock 126650100 238 3670 SH SOLE 0 3670 0 0 MASCO CORP COM Stock 574599106 256 5090 SH SOLE 0 5090 0 0 NIKE INC CL B Stock 654106103 931 9494 SH SOLE 0 9493 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 758 6648 SH SOLE 0 6647 0 0 AMPHENOL CORP NEW CL A Stock 032095101 7014 73213 SH SOLE 0 73212 0 0 BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 461 30000 SH SOLE 0 30000 0 0 CLARIVATE PLC ORD SHS Stock G21810109 1852 82957 SH SOLE 0 82957 0 0 VANGUARD S&P 500 ETF ETF 922908363 1086 3830 SH SOLE 0 3830 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1465 14394 SH SOLE 0 14394 0 0 WABTEC COM Stock 929740108 565 9820 SH SOLE 0 9820 0 0 LILLY ELI & CO COM Stock 532457108 740 4505 SH SOLE 0 4505 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 7252 30036 SH SOLE 0 30035 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 335 2343 SH SOLE 0 2343 0 0 TWILIO INC CL A Stock 90138F102 225 1025 SH SOLE 0 1025 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 14845 110707 SH SOLE 0 110707 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 2727 52939 SH SOLE 0 52938 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 817 36779 SH SOLE 0 36779 0 0 XYLEM INC COM Stock 98419M100 3939 60636 SH SOLE 0 60636 0 0 VISA INC COM CL A Stock 92826C839 6355 32899 SH SOLE 0 32898 0 0 MARTIN MARIETTA MATLS INC COM Stock 573284106 227 1100 SH SOLE 0 1100 0 0 KROGER CO COM Stock 501044101 1072 31675 SH SOLE 0 31675 0 0 ISHARES SHORT TERM CORPORATE BOND ETF 464288646 28088 513391 SH SOLE 0 513390 0 0 INVESCO BULLETSHARES 2020 CORPORATE BOND ETF ETF 46138J502 1327 62362 SH SOLE 0 62362 0 0 CHURCH & DWIGHT INC COM Stock 171340102 730 9450 SH SOLE 0 9450 0 0 MCDONALDS CORP COM Stock 580135101 205 1112 SH SOLE 0 1112 0 0 AMETEK INC COM Stock 031100100 5648 63194 SH SOLE 0 63194 0 0 CISCO SYS INC COM Stock 17275R102 2869 61510 SH SOLE 0 61509 0 0 HD SUPPLY HLDGS INC COM Stock 40416M105 319 9218 SH SOLE 0 9217 0 0 XILINX INC COM Stock 983919101 5576 56676 SH SOLE 0 56676 0 0 HENRY SCHEIN INC COM Stock 806407102 704 12050 SH SOLE 0 12050 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 966 11744 SH SOLE 0 11744 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 3627 11711 SH SOLE 0 11711 0 0 HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 327 16725 SH SOLE 0 16725 0 0 INVESCO BULLETSHARES 2021 CORPORATE BOND ETF ETF 46138J700 1283 60041 SH SOLE 0 60041 0 0 UNION PAC CORP COM Stock 907818108 706 4175 SH SOLE 0 4175 0 0 ECOLAB INC COM Stock 278865100 6453 32433 SH SOLE 0 32433 0 0 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 1610 46464 SH SOLE 0 46464 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 11502 31745 SH SOLE 0 31744 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 5899 62716 SH SOLE 0 62715 0 0 CHEVRON CORP NEW COM Stock 166764100 2524 28283 SH SOLE 0 28282 0 0 MARKEL CORP COM Stock 570535104 815 882 SH SOLE 0 882 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 442 11383 SH SOLE 0 11383 0 0 DANAHER CORPORATION COM Stock 235851102 12630 71426 SH SOLE 0 71426 0 0 M & T BK CORP COM Stock 55261F104 312 3003 SH SOLE 0 3003 0 0 BK OF AMERICA CORP COM Stock 060505104 779 32800 SH SOLE 0 32800 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 212 2322 SH SOLE 0 2322 0 0 WALMART INC COM Stock 931142103 278 2318 SH SOLE 0 2317 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 602 4985 SH SOLE 0 4985 0 0 ORACLE CORP COM Stock 68389X105 212 3830 SH SOLE 0 3830 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 2337 37922 SH SOLE 0 37922 0 0 TEXAS INSTRS INC COM Stock 882508104 3004 23660 SH SOLE 0 23660 0 0 PFIZER INC COM Stock 717081103 335 10241 SH SOLE 0 10240 0 0 MORGAN STANLEY COM NEW Stock 617446448 297 6150 SH SOLE 0 6150 0 0 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 6126 117532 SH SOLE 0 117532 0 0 3M CO COM Stock 88579Y101 381 2440 SH SOLE 0 2440 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 1795 1270 SH SOLE 0 1269 0 0 OTIS WORLDWIDE CORP COM Stock 68902V107 1047 18406 SH SOLE 0 18406 0 0 IHS MARKIT LTD SHS Stock G47567105 6344 84023 SH SOLE 0 84023 0 0 CATALENT INC COM Stock 148806102 2509 34236 SH SOLE 0 34236 0 0 IDACORP INC COM Stock 451107106 663 7594 SH SOLE 0 7594 0 0 ROBERT HALF INTL INC COM Stock 770323103 536 10150 SH SOLE 0 10150 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 263 2500 SH SOLE 0 2500 0 0 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 505 21609 SH SOLE 0 21609 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1376 10695 SH SOLE 0 10695 0 0 EXXON MOBIL CORP COM Stock 30231G102 1458 32613 SH SOLE 0 32612 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 1029 3490 SH SOLE 0 3490 0 0 SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1094 7880 SH SOLE 0 7880 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 8512 50863 SH SOLE 0 50863 0 0 APPLE INC COM Stock 037833100 3351 9186 SH SOLE 0 9185 0 0 ABBOTT LABS COM Stock 002824100 8045 87995 SH SOLE 0 87994 0 0 DISNEY WALT CO COM DISNEY Stock 254687106 1252 11226 SH SOLE 0 11226 0 0 INVESCO PREFERRED ETF ETF 46138E511 9829 696135 SH SOLE 0 696135 0 0