Buffington Mohr McNeal
CIK 1317829 · Holdings on Mar 31, 2025 · First reported Apr 28, 2025
Top ten holdings
Q1 2025- SCHX9.17%
- IVV6.17%
- COST6.00%
- MSFT5.09%
- XLK4.33%
- JIRE3.18%
- JAAA3.06%
- APH2.81%
- IBDW2.76%
- IBDR2.73%
Share classes counted separately45.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IJRWeight increased · +2.61 pp0.06% → 2.67%Shares +126.72K (+4333.72%)
- IVVWeight increased · +1.08 pp5.09% → 6.17%Shares +3.52K (+6.75%)
- SCHXWeight increased · +1.07 pp8.10% → 9.17%Shares -1.79K (-0.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $46.52M | 9.17% | 2.11M shares | 8.10% → 9.17%+1.07 pp -1.79K (-0.09%) | Reduced | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $31.27M | 6.17% | 55.65K shares | 5.09% → 6.17%+1.08 pp +3.52K (+6.75%) | Added | ↗▾ |
| 03 | COSTCOSTCO WHOLESALE CORPStock View history and evidence | $30.44M | 6.00% | 32.19K shares | 5.32% → 6.00%+0.68 pp -2.85K (-8.13%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $25.82M | 5.09% | 68.77K shares | 5.27% → 5.09%-0.18 pp -6.57K (-8.72%) | Reduced | ↗▾ |
| 05 | XLKSS TECHNOLOGY SELECT SECTORETF View history and evidence | $21.95M | 4.33% | 106.30K shares | 4.12% → 4.33%+0.21 pp -501 (-0.47%) | Reduced | ↗▾ |
| 06 | JIREJPMORGAN INT RES ENH EQTYETF View history and evidence | $16.13M | 3.18% | 253.13K shares | 2.67% → 3.18%+0.51 pp -21.97K (-7.98%) | Reduced | ↗▾ |
| 07 | JAAAJANUS HENDERSON AAA CLO ETFETF View history and evidence | $15.53M | 3.06% | 306.26K shares | 2.59% → 3.06%+0.47 pp -2.22K (-0.72%) | Reduced | ↗▾ |
| 08 | APHAMPHENOL CORP-CL AStock View history and evidence | $14.23M | 2.81% | 216.95K shares | 2.89% → 2.81%-0.08 pp -34.27K (-13.64%) | Reduced | ↗▾ |
| 09 | IBDWISHARES IBONDS DEC 2031 CORPETF View history and evidence | $13.99M | 2.76% | 674.00K shares | 2.23% → 2.76%+0.53 pp +12.23K (+1.85%) | Added | ↗▾ |
| 10 | IBDRISHARES IBONDS DEC 2026 TERMETF View history and evidence | $13.84M | 2.73% | 571.69K shares | 2.38% → 2.73%+0.35 pp -24.92K (-4.18%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 30
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CALF PCR US SM CP CSH CWS ETF-USD | Non-derivative | -361,817 | -$15.92M | SEC filing ↗ | SEC filing ↗ |
| FCX FREEPORT-MCMORAN INC | Non-derivative | -115,652 | -$4.40M | SEC filing ↗ | SEC filing ↗ |
| VMC VULCAN MATERIALS CO | Non-derivative | -5,490 | -$1.41M | SEC filing ↗ | SEC filing ↗ |
3 / 30 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1317829 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 507037610
}Research all 111 reported holdings.
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