Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value ($000): $212,772 (74.2% shares, 25.8% debt)

Holdings (69)

ISHARES TR 6.0%
Value ($000) $12,773 Shares 519,439 Est. Cost $24.54 Unrealized
ISHARES TR 6.0%
Value ($000) $12,771 Shares 520,631 Est. Cost $24.47 Unrealized
IBDR ISHARES TR 6.0%
Value ($000) $12,745 Shares 537,069 Est. Cost $23.62 Unrealized
IBTE ISHARES TR 4.8%
Value ($000) $10,163 Shares 423,291 Est. Cost $23.99 Unrealized
ISHARES TR 4.8%
Value ($000) $10,116 Shares 407,722 Est. Cost $24.80 Unrealized
ISHARES TR 4.5%
Value ($000) $9,601 Shares 381,152 Est. Cost $25.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value ($000) $8,420 Shares 27,270 Est. Cost $196.34 Unrealized +57.0%
AAPL APPLE INC 3.4%
Value ($000) $7,293 Shares 44,225 Est. Cost $100.11 Unrealized +45.3%
IBDS ISHARES TR 3.3%
Value ($000) $6,930 Shares 290,943 Est. Cost $23.70 Unrealized
COST COSTCO WHSL CORP NEW 2.8%
Value ($000) $6,055 Shares 12,186 Est. Cost $311.98 Unrealized +51.1%
UNP UNION PAC CORP 2.6%
Value ($000) $5,449 Shares 27,076 Est. Cost $189.39 Unrealized 0.0%
ISHARES TR 2.5%
Value ($000) $5,243 Shares 222,838 Est. Cost $23.50 Unrealized
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $5,083 Shares 10,756 Est. Cost $307.43 Unrealized +48.7%
WMT WALMART INC 2.3%
Value ($000) $4,793 Shares 32,504 Est. Cost $43.98 Unrealized +4.1%
IBDT ISHARES TR 2.2%
Value ($000) $4,581 Shares 183,699 Est. Cost $24.81 Unrealized
IBDU ISHARES TR 2.1%
Value ($000) $4,420 Shares 193,183 Est. Cost $22.73 Unrealized
IBDV ISHARES TR 2.0%
Value ($000) $4,221 Shares 196,047 Est. Cost $21.38 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,505 Shares 31,963 Est. Cost $100.18 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 1.6%
Value ($000) $3,436 Shares 34,953 Est. Cost $98.29 Unrealized -3.0%
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $3,397 Shares 89,594 Est. Cost $34.63 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 1.6%
Value ($000) $3,382 Shares 48,792 Est. Cost $61.50 Unrealized 0.0%
CSCO CISCO SYS INC 1.5%
Value ($000) $3,183 Shares 60,889 Est. Cost $41.05 Unrealized +9.3%
BLACKROCK INC 1.5%
Value ($000) $3,119 Shares 4,661 Est. Cost $669.10 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $2,847 Shares 27,444 Est. Cost $109.85 Unrealized -13.3%
MSFT MICROSOFT CORP 1.3%
Value ($000) $2,840 Shares 9,852 Est. Cost $197.02 Unrealized +26.6%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $2,836 Shares 10,210 Est. Cost $19.06 Unrealized +13.4%
DE DEERE & CO 1.2%
Value ($000) $2,649 Shares 6,416 Est. Cost $397.09 Unrealized 0.0%
NVO NOVO-NORDISK A S 1.2%
Value ($000) $2,521 Shares 15,843 Est. Cost $70.55 Unrealized
WM WASTE MGMT INC DEL 1.2%
Value ($000) $2,505 Shares 15,354 Est. Cost $154.07 Unrealized -5.0%
MCD MCDONALDS CORP 1.2%
Value ($000) $2,502 Shares 8,948 Est. Cost $168.56 Unrealized +48.6%
TXT TEXTRON INC 1.2%
Value ($000) $2,450 Shares 34,682 Est. Cost $71.09 Unrealized 0.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $2,441 Shares 23,634 Est. Cost $127.19 Unrealized -24.0%
FISV FISERV INC 1.1%
Value ($000) $2,439 Shares 21,580 Est. Cost $112.98 Unrealized -2.6%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $2,385 Shares 6,188 Est. Cost $485.83 Unrealized -26.8%
V VISA INC 1.1%
Value ($000) $2,238 Shares 9,927 Est. Cost $217.85 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $2,138 Shares 7,482 Est. Cost $258.17 Unrealized +1.2%
PEP PEPSICO INC 0.9%
Value ($000) $1,985 Shares 10,887 Est. Cost $107.01 Unrealized +48.3%
HBAN HUNTINGTON BANCSHARES INC 0.9%
Value ($000) $1,949 Shares 174,061 Est. Cost $12.16 Unrealized 0.0%
MRK MERCK & CO INC 0.9%
Value ($000) $1,906 Shares 17,912 Est. Cost $77.42 Unrealized +27.5%
PAYX PAYCHEX INC 0.9%
Value ($000) $1,844 Shares 16,094 Est. Cost $112.46 Unrealized -7.3%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,809 Shares 11,672 Est. Cost $127.96 Unrealized +15.6%
INTU INTUIT 0.8%
Value ($000) $1,719 Shares 3,856 Est. Cost $484.36 Unrealized -16.8%
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,565 Shares 21,392 Est. Cost $73.16 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,546 Shares 7,294 Est. Cost $186.25 Unrealized -9.2%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $1,437 Shares 5,762 Est. Cost $210.38 Unrealized
HSY HERSHEY CO 0.6%
Value ($000) $1,318 Shares 5,181 Est. Cost $134.63 Unrealized +61.3%
CRM SALESFORCE INC 0.6%
Value ($000) $1,280 Shares 6,408 Est. Cost $167.53 Unrealized -0.4%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,068 Shares 5,232 Est. Cost $162.60 Unrealized
F FORD MTR CO DEL 0.5%
Value ($000) $977 Shares 77,527 Est. Cost $13.57 Unrealized -24.8%
NOBL PROSHARES TR 0.5%
Value ($000) $971 Shares 10,644 Est. Cost $72.02 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $896 Shares 3,707 Est. Cost $207.58 Unrealized +7.9%
SPGP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $810 Shares 9,496 Est. Cost $85.30 Unrealized
SLYG SPDR SER TR 0.4%
Value ($000) $803 Shares 10,892 Est. Cost $73.75 Unrealized
GBCI GLACIER BANCORP INC NEW 0.3%
Value ($000) $634 Shares 15,099 Est. Cost $49.57 Unrealized -16.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $599 Shares 15,408 Est. Cost $35.76 Unrealized -8.6%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $490 Shares 6,565 Est. Cost $74.71 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $478 Shares 3,695 Est. Cost $129.46 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $364 Shares 5,875 Est. Cost $42.49 Unrealized +30.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $329 Shares 571 Est. Cost $554.13 Unrealized +0.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $326 Shares 4,681 Est. Cost $57.14 Unrealized +7.0%
EFV ISHARES TR 0.1%
Value ($000) $295 Shares 6,080 Est. Cost $48.53 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $293 Shares 11,232 Est. Cost $26.05 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $266 Shares 580 Est. Cost $345.36 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $266 Shares 1,874 Est. Cost $154.22 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $260 Shares 986 Est. Cost $193.55 Unrealized +28.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $233 Shares 1,076 Est. Cost $197.54 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $228 Shares 1,533 Est. Cost $116.05 Unrealized +14.8%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $202 Shares 1,035 Est. Cost $185.73 Unrealized
TELLURIAN INC NEW 0.1%
Value ($000) $154 Shares 125,000 Est. Cost $2.99 Unrealized