Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 20, 2023

Total Value ($000): $198,411 (92.1% shares, 7.9% debt)

Holdings (75)

BRK/B BERKSHIRE HATHAWAY INC DEL 5.7%
Value ($000) $11,390 Shares 36,873 Est. Cost $196.34 Unrealized +51.3%
JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $8,711 Shares 49,311 Est. Cost $127.96 Unrealized +22.7%
NVO NOVO-NORDISK A S 4.3%
Value ($000) $8,536 Shares 63,068 Est. Cost $70.55 Unrealized
COST COSTCO WHSL CORP NEW 4.1%
Value ($000) $8,065 Shares 17,668 Est. Cost $311.98 Unrealized +50.3%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $7,690 Shares 14,505 Est. Cost $307.43 Unrealized +62.8%
PEP PEPSICO INC 3.7%
Value ($000) $7,422 Shares 41,084 Est. Cost $107.01 Unrealized +50.3%
AAPL APPLE INC 3.6%
Value ($000) $7,081 Shares 54,664 Est. Cost $100.11 Unrealized +40.5%
KO COCA COLA CO 3.5%
Value ($000) $6,971 Shares 109,588 Est. Cost $42.49 Unrealized +29.2%
WMT WALMART INC 3.5%
Value ($000) $6,961 Shares 49,097 Est. Cost $43.98 Unrealized +3.8%
HSY HERSHEY CO 2.7%
Value ($000) $5,267 Shares 22,746 Est. Cost $134.63 Unrealized +57.6%
MSFT MICROSOFT CORP 2.5%
Value ($000) $4,935 Shares 20,667 Est. Cost $197.02 Unrealized +18.8%
AMGN AMGEN INC 2.4%
Value ($000) $4,738 Shares 18,038 Est. Cost $207.58 Unrealized +16.9%
MDLZ MONDELEZ INTL INC 2.0%
Value ($000) $3,998 Shares 59,987 Est. Cost $57.14 Unrealized +1.5%
GOOGL ALPHABET INC 1.9%
Value ($000) $3,793 Shares 43,265 Est. Cost $109.85 Unrealized -14.1%
ISHARES TR 1.9%
Value ($000) $3,721 Shares 152,390 Est. Cost $24.42 Unrealized
ISHARES TR 1.9%
Value ($000) $3,703 Shares 152,245 Est. Cost $24.32 Unrealized
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $3,658 Shares 13,709 Est. Cost $258.17 Unrealized +2.3%
CSCO CISCO SYS INC 1.8%
Value ($000) $3,618 Shares 75,952 Est. Cost $41.05 Unrealized +1.0%
IBDR ISHARES TR 1.8%
Value ($000) $3,609 Shares 154,565 Est. Cost $23.35 Unrealized
GM GENERAL MTRS CO 1.7%
Value ($000) $3,355 Shares 99,978 Est. Cost $44.33 Unrealized -19.3%
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $3,337 Shares 15,658 Est. Cost $210.38 Unrealized
MCD MCDONALDS CORP 1.6%
Value ($000) $3,243 Shares 12,304 Est. Cost $168.56 Unrealized +45.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $3,213 Shares 9,549 Est. Cost $485.83 Unrealized -34.2%
AMZN AMAZON COM INC 1.6%
Value ($000) $3,156 Shares 37,568 Est. Cost $127.19 Unrealized -22.3%
WM WASTE MGMT INC DEL 1.6%
Value ($000) $3,104 Shares 19,788 Est. Cost $154.07 Unrealized -0.6%
NVS NOVARTIS AG 1.6%
Value ($000) $3,091 Shares 34,072 Est. Cost $91.82 Unrealized
INTU INTUIT 1.6%
Value ($000) $3,089 Shares 7,937 Est. Cost $484.36 Unrealized -19.7%
PAYX PAYCHEX INC 1.5%
Value ($000) $3,007 Shares 26,021 Est. Cost $112.46 Unrealized -5.2%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $2,867 Shares 36,384 Est. Cost $71.48 Unrealized -2.4%
F FORD MTR CO DEL 1.4%
Value ($000) $2,854 Shares 246,072 Est. Cost $13.57 Unrealized -25.8%
TXN TEXAS INSTRS INC 1.4%
Value ($000) $2,836 Shares 17,166 Est. Cost $154.31 Unrealized -1.6%
UPS UNITED PARCEL SERVICE INC 1.4%
Value ($000) $2,793 Shares 16,067 Est. Cost $127.59 Unrealized +16.0%
ZTS ZOETIS INC 1.4%
Value ($000) $2,788 Shares 19,084 Est. Cost $164.94 Unrealized -13.2%
ISHARES TR 1.4%
Value ($000) $2,774 Shares 110,820 Est. Cost $25.03 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $2,673 Shares 24,096 Est. Cost $77.42 Unrealized +19.9%
NOBL PROSHARES TR 1.3%
Value ($000) $2,635 Shares 29,280 Est. Cost $72.02 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $2,581 Shares 50,369 Est. Cost $40.41 Unrealized -0.5%
TSN TYSON FOODS INC 1.1%
Value ($000) $2,220 Shares 35,791 Est. Cost $70.42 Unrealized -17.2%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,962 Shares 12,943 Est. Cost $116.05 Unrealized +11.8%
IBDS ISHARES TR 0.9%
Value ($000) $1,811 Shares 77,475 Est. Cost $23.37 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,751 Shares 12,110 Est. Cost $19.06 Unrealized -23.2%
AMCOR PLC 0.8%
Value ($000) $1,632 Shares 136,992 Est. Cost $10.10 Unrealized +1.3%
FISV FISERV INC 0.8%
Value ($000) $1,603 Shares 15,856 Est. Cost $114.05 Unrealized -12.7%
ISHARES TR 0.7%
Value ($000) $1,339 Shares 54,216 Est. Cost $24.70 Unrealized
IBTE ISHARES TR 0.7%
Value ($000) $1,327 Shares 55,650 Est. Cost $23.85 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,127 Shares 5,895 Est. Cost $162.60 Unrealized
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $1,116 Shares 5,647 Est. Cost $197.54 Unrealized
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $1,105 Shares 6,244 Est. Cost $185.73 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $1,043 Shares 7,869 Est. Cost $167.53 Unrealized -13.9%
META META PLATFORMS INC 0.5%
Value ($000) $974 Shares 8,182 Est. Cost $186.25 Unrealized -37.4%
IBDT ISHARES TR 0.5%
Value ($000) $900 Shares 37,038 Est. Cost $24.29 Unrealized
IBDU ISHARES TR 0.4%
Value ($000) $886 Shares 39,950 Est. Cost $22.17 Unrealized
IBDV ISHARES TR 0.4%
Value ($000) $819 Shares 39,380 Est. Cost $20.80 Unrealized
GBCI GLACIER BANCORP INC NEW 0.4%
Value ($000) $746 Shares 15,099 Est. Cost $49.57 Unrealized -2.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $735 Shares 18,654 Est. Cost $35.76 Unrealized -14.0%
ISHARES TR 0.3%
Value ($000) $670 Shares 28,780 Est. Cost $23.28 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $635 Shares 6,332 Est. Cost $111.67 Unrealized -18.3%
ORCL ORACLE CORP 0.3%
Value ($000) $607 Shares 7,430 Est. Cost $58.65 Unrealized +24.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $549 Shares 997 Est. Cost $554.13 Unrealized -5.3%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $540 Shares 3,979 Est. Cost $114.37 Unrealized -1.4%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $520 Shares 2,554 Est. Cost $222.23 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $491 Shares 2,675 Est. Cost $183.54 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $485 Shares 2,021 Est. Cost $193.55 Unrealized +12.7%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $473 Shares 1,860 Est. Cost $216.59 Unrealized +3.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $403 Shares 1,687 Est. Cost $145.36 Unrealized +57.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $373 Shares 4,794 Est. Cost $96.04 Unrealized -23.5%
IGRO ISHARES TR 0.2%
Value ($000) $314 Shares 5,452 Est. Cost $57.05 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,854 Est. Cost $170.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $260 Shares 534 Est. Cost $330.11 Unrealized +29.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $256 Shares 579 Est. Cost $345.36 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $256 Shares 1,874 Est. Cost $154.22 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 1,890 Est. Cost $135.23 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $232 Shares 4,374 Est. Cost $54.85 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $232 Shares 751 Est. Cost $259.49 Unrealized 0.0%
TELLURIAN INC NEW 0.1%
Value ($000) $206 Shares 122,900 Est. Cost $3.02 Unrealized