Partner

0001317829-22-000004.txt : 20221011 0001317829-22-000004.hdr.sgml : 20221011 20221011141247 ACCESSION NUMBER: 0001317829-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221011 DATE AS OF CHANGE: 20221011 EFFECTIVENESS DATE: 20221011 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: 221303629 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 true true 0001317829 XXXXXXXX 09-30-2022 09-30-2022 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 10-11-2022 0 119 415304 false INFORMATION TABLE 2 20220930.xml AMAZON COM INC COM Stock 023135106 6384 56492 SH SOLE 0 56491 0 0 INVESCO QQQ TRUST ETF 46090E103 285 1068 SH SOLE 0 1067 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 13947 117420 SH SOLE 0 117419 0 0 VULCAN MATLS CO COM Stock 929160109 1043 6615 SH SOLE 0 6615 0 0 JOHNSON & JOHNSON COM Stock 478160104 1455 8906 SH SOLE 0 8906 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 556 3096 SH SOLE 0 3095 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 18476 39122 SH SOLE 0 39122 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 785 11728 SH SOLE 0 11728 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 1048 8301 SH SOLE 0 8300 0 0 COCA COLA CO COM Stock 191216100 982 17522 SH SOLE 0 17521 0 0 IDEX CORP COM Stock 45167R104 547 2736 SH SOLE 0 2736 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 7714 96216 SH SOLE 0 96216 0 0 WATERS CORP COM Stock 941848103 210 780 SH SOLE 0 780 0 0 MERCK & CO INC COM Stock 58933Y105 7066 82052 SH SOLE 0 82052 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 739 2070 SH SOLE 0 2070 0 0 UNITED RENTALS INC COM Stock 911363109 5513 20410 SH SOLE 0 20410 0 0 CORNING INC COM Stock 219350105 966 33304 SH SOLE 0 33303 0 0 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 504 6105 SH SOLE 0 6105 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 214 5629 SH SOLE 0 5628 0 0 CHUBB LIMITED COM Stock H1467J104 3647 20054 SH SOLE 0 20053 0 0 MARVELL TECHNOLOGY INC COM Stock 573874104 1767 41178 SH SOLE 0 41178 0 0 FEDEX CORP COM Stock 31428X106 400 2691 SH SOLE 0 2691 0 0 PEPSICO INC COM Stock 713448108 342 2097 SH SOLE 0 2097 0 0 HONEYWELL INTL INC COM Stock 438516106 8730 52284 SH SOLE 0 52283 0 0 US BANCORP DEL COM NEW Stock 902973304 1331 33001 SH SOLE 0 33001 0 0 HOME DEPOT INC COM Stock 437076102 2479 8984 SH SOLE 0 8984 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 724 3200 SH SOLE 0 3200 0 0 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1283 54618 SH SOLE 0 54618 0 0 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 5013 34732 SH SOLE 0 34732 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 862 4099 SH SOLE 0 4099 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 29718 701728 SH SOLE 0 701728 0 0 TELEFLEX INCORPORATED COM Stock 879369106 4395 21816 SH SOLE 0 21815 0 0 MSC INDL DIRECT INC CL A Stock 553530106 269 3700 SH SOLE 0 3700 0 0 CENTENE CORP DEL COM Stock 15135B101 1181 15172 SH SOLE 0 15172 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1088 4076 SH SOLE 0 4075 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 801 10782 SH SOLE 0 10781 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 2530 26447 SH SOLE 0 26447 0 0 FISERV INC COM Stock 337738108 4153 44387 SH SOLE 0 44387 0 0 NEWMONT CORP COM Stock 651639106 871 20712 SH SOLE 0 20712 0 0 COMCAST CORP NEW CL A Stock 20030N101 546 18630 SH SOLE 0 18630 0 0 MICROSOFT CORP COM Stock 594918104 17342 74461 SH SOLE 0 74461 0 0 CVS HEALTH CORP COM Stock 126650100 1291 13540 SH SOLE 0 13540 0 0 VANGUARD MID-CAP ETF ETF 922908629 251 1335 SH SOLE 0 1335 0 0 NEXTERA ENERGY INC COM Stock 65339F101 344 4391 SH SOLE 0 4391 0 0 NIKE INC CL B Stock 654106103 858 10327 SH SOLE 0 10326 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 1200 8134 SH SOLE 0 8133 0 0 AMPHENOL CORP NEW CL A Stock 032095101 10045 150008 SH SOLE 0 150007 0 0 BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 300 30000 SH SOLE 0 30000 0 0 CLARIVATE PLC ORD SHS Stock G21810109 430 45800 SH SOLE 0 45800 0 0 KKR & CO INC COM Stock 48251W104 5500 127896 SH SOLE 0 127896 0 0 VANGUARD S&P 500 ETF ETF 922908363 1424 4337 SH SOLE 0 4337 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 2297 18047 SH SOLE 0 18046 0 0 ISHARES CYBERSECURITY & TECH ETF ETF 46435U135 683 20110 SH SOLE 0 20110 0 0 LILLY ELI & CO COM Stock 532457108 1303 4030 SH SOLE 0 4030 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 7982 34297 SH SOLE 0 34297 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 339 2053 SH SOLE 0 2053 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 4297 56861 SH SOLE 0 56860 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 2305 46015 SH SOLE 0 46015 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 675 18991 SH SOLE 0 18991 0 0 FREEPORT-MCMORAN INC CL B Stock 35671D857 3291 120411 SH SOLE 0 120410 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 6500 45331 SH SOLE 0 45330 0 0 PACIFIC PREMIER BANCORP COM Stock 69478X105 596 19237 SH SOLE 0 19237 0 0 FIRST SOLAR INC COM Stock 336433107 858 6485 SH SOLE 0 6485 0 0 XYLEM INC COM Stock 98419M100 1019 11660 SH SOLE 0 11660 0 0 VISA INC COM CL A Stock 92826C839 6753 38011 SH SOLE 0 38010 0 0 GOLDMAN SACHS FUTURE REAL ESTATE AND INFRASTRUCTURE EQUITY ETF ETF 38149W762 1100 37390 SH SOLE 0 37390 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1222 4749 SH SOLE 0 4749 0 0 ISHARES SHORT TERM CORPORATE BOND ETF 464288646 34796 706088 SH SOLE 0 706087 0 0 GENUINE PARTS CO COM Stock 372460105 306 2050 SH SOLE 0 2050 0 0 S&P GLOBAL INC COM Stock 78409V104 6022 19720 SH SOLE 0 19720 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 647 9050 SH SOLE 0 9050 0 0 AMETEK INC COM Stock 031100100 7780 68605 SH SOLE 0 68604 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 5357 84556 SH SOLE 0 84556 0 0 HENRY SCHEIN INC COM Stock 806407102 641 9750 SH SOLE 0 9750 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1015 11167 SH SOLE 0 11167 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 7730 21554 SH SOLE 0 21553 0 0 HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 268 16725 SH SOLE 0 16725 0 0 ISHARES IBONDS 2026 CORP BOND ETF 46435GAA0 3482 150721 SH SOLE 0 150721 0 0 WELLS FARGO CO NEW COM Stock 949746101 977 24283 SH SOLE 0 24282 0 0 VMWARE INC CL A COM Stock 928563402 3233 30369 SH SOLE 0 30368 0 0 UNION PAC CORP COM Stock 907818108 661 3392 SH SOLE 0 3392 0 0 ECOLAB INC COM Stock 278865100 5151 35668 SH SOLE 0 35668 0 0 SALESFORCE INC COM Stock 79466L302 218 1516 SH SOLE 0 1516 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 14893 29364 SH SOLE 0 29363 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 7102 67963 SH SOLE 0 67963 0 0 CHEVRON CORP NEW COM Stock 166764100 4119 28671 SH SOLE 0 28671 0 0 MARKEL CORP COM Stock 570535104 956 882 SH SOLE 0 881 0 0 DANAHER CORPORATION COM Stock 235851102 17076 66113 SH SOLE 0 66113 0 0 M & T BK CORP COM Stock 55261F104 838 4750 SH SOLE 0 4750 0 0 BK OF AMERICA CORP COM Stock 060505104 1412 46769 SH SOLE 0 46769 0 0 WALMART INC COM Stock 931142103 298 2294 SH SOLE 0 2294 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 306 2575 SH SOLE 0 2575 0 0 ORACLE CORP COM Stock 68389X105 243 3978 SH SOLE 0 3978 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1075 13134 SH SOLE 0 13134 0 0 TEXAS INSTRS INC COM Stock 882508104 4901 31663 SH SOLE 0 31662 0 0 PFIZER INC COM Stock 717081103 739 16878 SH SOLE 0 16877 0 0 MORGAN STANLEY COM NEW Stock 617446448 235 2968 SH SOLE 0 2968 0 0 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 12515 264032 SH SOLE 0 264032 0 0 3M CO COM Stock 88579Y101 275 2490 SH SOLE 0 2490 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 2240 23302 SH SOLE 0 23301 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 209 1547 SH SOLE 0 1547 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 235 5289 SH SOLE 0 5289 0 0 CATALENT INC COM Stock 148806102 6502 89859 SH SOLE 0 89859 0 0 FIRST FNDTN INC COM Stock 32026V104 302 16668 SH SOLE 0 16668 0 0 IDACORP INC COM Stock 451107106 524 5288 SH SOLE 0 5288 0 0 ROBERT HALF INTL INC COM Stock 770323103 1255 16400 SH SOLE 0 16400 0 0 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 440 18404 SH SOLE 0 18404 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1354 10400 SH SOLE 0 10400 0 0 EXXON MOBIL CORP COM Stock 30231G102 492 5632 SH SOLE 0 5632 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 1610 3187 SH SOLE 0 3187 0 0 SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1005 4341 SH SOLE 0 4341 0 0 ISHARES IBONDS 2022 CORP BOND ETF 46434VBA7 346 13837 SH SOLE 0 13837 0 0 CROWN CASTLE INC COM REIT 22822V101 7940 54931 SH SOLE 0 54930 0 0 APPLE INC COM Stock 037833100 6857 49619 SH SOLE 0 49619 0 0 ISHARES IBONDS 2023 CORP BOND ETF 46434VAX8 647 25950 SH SOLE 0 25950 0 0 ISHARES IBONDS 2025 CORP BOND ETF 46434VBD1 5388 223303 SH SOLE 0 223303 0 0 ISHARES IBONDS 2024 CORP BOND ETF 46434VBG4 1851 76019 SH SOLE 0 76019 0 0 ABBOTT LABS COM Stock 002824100 8935 92344 SH SOLE 0 92343 0 0 DISNEY WALT CO COM Stock 254687106 1136 12039 SH SOLE 0 12039 0 0