Advertisement
Screener

Buffington Mohr McNeal Current Holdings: USA ETF

Add as a preferred source on Google

Buffington Mohr McNeal current holdings: USA ETF

Buffington Mohr McNeal reported $0.22 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 31 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are SCHX, IVV, XLK.

  • SCHX: Country of operation —; Class ETF; Shares 2,106,667; Value $46,515,200.
  • IVV: Country of operation —; Class ETF; Shares 55,647; Value $31,267,959.
  • XLK: Country of operation —; Class ETF; Shares 106,298; Value $21,948,479.
  • JIRE: Country of operation —; Class ETF; Shares 253,125; Value $16,129,094.

Form 13F-HR as filed (SEC CIK 1317829): quarter ended 2025-03-31, filed 2025-04-28. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
SCHX
SCHWAB U.S. LARGE-CAP ETF		ETF2,106,667$46,515,2002025-03-312025-04-28
IVV
ISHARES CORE S&P 500 ETF		ETF55,647$31,267,9592025-03-312025-04-28
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND		ETF106,298$21,948,4792025-03-312025-04-28
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF		ETF253,125$16,129,0942025-03-312025-04-28
JAAA
JANUS HENDERSON AAA CLO ETF		ETF306,263$15,530,5782025-03-312025-04-28
IBDW
ISHARES IBONDS 2031 CORP BOND		ETF673,998$13,985,4662025-03-312025-04-28
IBDR
ISHARES IBONDS 2026 CORP BOND		ETF571,694$13,840,7052025-03-312025-04-28
IBDV
ISHARES IBONDS 2030 CORP BOND		ETF634,284$13,776,6442025-03-312025-04-28
IJR
ISHARES CORE S&P SMALL CAP ETF		ETF129,642$13,556,6762025-03-312025-04-28
IBDQ
ISHARES IBONDS 2025 CORP BOND		ETF226,433$5,694,7822025-03-312025-04-28
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF		ETF164,698$3,982,3982025-03-312025-04-28
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		ETF21,627$3,746,5152025-03-312025-04-28
IGSB
ISHARES SHORT TERM CORPORATE BOND		ETF59,239$3,102,3342025-03-312025-04-28
IJH
ISHARES CORE S&P MID-CAP ETF		ETF41,081$2,397,0612025-03-312025-04-28
VOO
VANGUARD S&P 500 ETF		ETF4,036$2,074,2632025-03-312025-04-28
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF		ETF9,239$1,489,9742025-03-312025-04-28
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF		ETF46,996$1,187,1192025-03-312025-04-28
SPY
SPDR S&P 500 ETF TRUST		ETF1,343$751,2612025-03-312025-04-28
QQQ
INVESCO QQQ TRUST SERIES I		ETF1,202$563,4382025-03-312025-04-28+53.78%
XVV
ISHARES ESG SELECT SCREENED S&P 500 ETF		ETF11,262$481,8192025-03-312025-04-28
FDVV
FIDELITY HIGH DIVIDEND ETF		ETF7,726$383,2202025-03-312025-04-28
DSI
ISHARES ESG MSCI KLD 400 ETF		ETF3,293$337,2692025-03-312025-04-28
VTI
VANGUARD TOTAL STOCK MARKET ETF		ETF1,201$330,1462025-03-312025-04-28
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF		ETF3,985$314,5762025-03-312025-04-28
IWM
ISHARES RUSSELL 2000 ETF		ETF1,544$308,0132025-03-312025-04-28
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF		ETF11,490$293,6842025-03-312025-04-28
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF		ETF5,875$264,4342025-03-312025-04-28
SHV
ISHARES SHORT TREASURY BOND ETF		ETF2,323$256,5992025-03-312025-04-28
IBMR
ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF		ETF10,020$250,9012025-03-312025-04-28
VGT
VANGUARD INFORMATION TECHNOLOGY ETF		ETF443$240,2742025-03-312025-04-28
STEW
SRH TOTAL RETURN FUND INC COM		CEF10,703$184,6272025-03-312025-04-28

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet
Advertisement