Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 1, 2024

Total Value ($000): $253,545 (100.0% shares, 0.0% debt)

Holdings (65)

ISHARES TR 6.0%
Value ($000) $15,121 Shares 610,718 Est. Cost $24.54 Unrealized
IBDR ISHARES TR 5.9%
Value ($000) $15,018 Shares 628,383 Est. Cost $23.66 Unrealized
ISHARES TR 5.9%
Value ($000) $15,011 Shares 602,625 Est. Cost $24.63 Unrealized
EFV ISHARES TR 4.5%
Value ($000) $11,326 Shares 217,388 Est. Cost $49.29 Unrealized
IBDS ISHARES TR 3.6%
Value ($000) $9,050 Shares 378,207 Est. Cost $23.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.3%
Value ($000) $8,489 Shares 23,801 Est. Cost $196.34 Unrealized +78.8%
COST COSTCO WHSL CORP NEW 2.8%
Value ($000) $6,984 Shares 10,581 Est. Cost $311.98 Unrealized +83.8%
IBDT ISHARES TR 2.6%
Value ($000) $6,570 Shares 261,842 Est. Cost $24.75 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $6,375 Shares 33,110 Est. Cost $100.11 Unrealized +82.6%
IBDU ISHARES TR 2.5%
Value ($000) $6,340 Shares 274,806 Est. Cost $22.68 Unrealized
ISHARES TR 2.5%
Value ($000) $6,249 Shares 268,446 Est. Cost $23.43 Unrealized
IBTE ISHARES TR 2.4%
Value ($000) $5,983 Shares 250,735 Est. Cost $24.02 Unrealized
IBDV ISHARES TR 2.3%
Value ($000) $5,784 Shares 267,287 Est. Cost $21.32 Unrealized
UNP UNION PAC CORP 2.3%
Value ($000) $5,718 Shares 23,279 Est. Cost $189.36 Unrealized +10.5%
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $5,406 Shares 75,136 Est. Cost $47.32 Unrealized +19.6%
FITB FIFTH THIRD BANCORP 2.1%
Value ($000) $5,393 Shares 156,373 Est. Cost $23.28 Unrealized +9.7%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $5,358 Shares 10,178 Est. Cost $307.43 Unrealized +66.3%
DLR DIGITAL RLTY TR INC 2.0%
Value ($000) $5,119 Shares 38,036 Est. Cost $96.91 Unrealized +24.4%
MCD MCDONALDS CORP 2.0%
Value ($000) $4,972 Shares 16,768 Est. Cost $211.71 Unrealized +22.2%
CAT CATERPILLAR INC 1.9%
Value ($000) $4,866 Shares 16,457 Est. Cost $214.44 Unrealized +17.2%
BLACKROCK INC 1.9%
Value ($000) $4,731 Shares 5,769 Est. Cost $674.16 Unrealized
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $4,510 Shares 102,848 Est. Cost $35.03 Unrealized +14.5%
WMT WALMART INC 1.7%
Value ($000) $4,382 Shares 27,794 Est. Cost $43.98 Unrealized +17.4%
V VISA INC 1.7%
Value ($000) $4,370 Shares 16,787 Est. Cost $224.61 Unrealized +8.0%
TXT TEXTRON INC 1.7%
Value ($000) $4,220 Shares 52,474 Est. Cost $71.38 Unrealized +8.4%
GOOGL ALPHABET INC 1.6%
Value ($000) $4,039 Shares 28,915 Est. Cost $113.04 Unrealized +18.0%
MTB M & T BK CORP 1.4%
Value ($000) $3,650 Shares 26,624 Est. Cost $120.25 Unrealized -2.5%
JQUA J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $3,460 Shares 72,310 Est. Cost $43.00 Unrealized
FISV FISERV INC 1.3%
Value ($000) $3,422 Shares 25,763 Est. Cost $114.30 Unrealized +7.4%
FNDE SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,342 Shares 123,152 Est. Cost $26.73 Unrealized
DE DEERE & CO 1.3%
Value ($000) $3,188 Shares 7,674 Est. Cost $390.26 Unrealized -6.4%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,108 Shares 30,167 Est. Cost $100.05 Unrealized -2.5%
CRWD CROWDSTRIKE HLDGS INC 1.2%
Value ($000) $3,081 Shares 12,066 Est. Cost $155.44 Unrealized +34.7%
ADBE ADOBE INC 1.2%
Value ($000) $2,925 Shares 4,903 Est. Cost $478.09 Unrealized +20.6%
META META PLATFORMS INC 1.1%
Value ($000) $2,910 Shares 8,221 Est. Cost $207.94 Unrealized +55.5%
TOL TOLL BROTHERS INC 1.1%
Value ($000) $2,888 Shares 28,095 Est. Cost $79.21 Unrealized +5.2%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,839 Shares 18,236 Est. Cost $145.76 Unrealized -5.5%
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,827 Shares 7,517 Est. Cost $197.02 Unrealized +77.8%
NVO NOVO-NORDISK A S 1.1%
Value ($000) $2,779 Shares 26,861 Est. Cost $80.27 Unrealized
CALF PACER FDS TR 1.0%
Value ($000) $2,502 Shares 52,088 Est. Cost $43.48 Unrealized
CUZ COUSINS PPTYS INC 0.9%
Value ($000) $2,408 Shares 97,064 Est. Cost $21.33 Unrealized
INDA ISHARES TR 0.9%
Value ($000) $2,398 Shares 49,131 Est. Cost $45.31 Unrealized
WM WASTE MGMT INC DEL 0.9%
Value ($000) $2,394 Shares 13,369 Est. Cost $154.07 Unrealized +5.4%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $2,179 Shares 42,550 Est. Cost $60.43 Unrealized -22.2%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,904 Shares 12,531 Est. Cost $127.19 Unrealized +10.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.7%
Value ($000) $1,818 Shares 11,429 Est. Cost $147.36 Unrealized -7.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,814 Shares 3,663 Est. Cost $19.06 Unrealized +142.9%
CRM SALESFORCE INC 0.7%
Value ($000) $1,763 Shares 6,700 Est. Cost $179.72 Unrealized +24.4%
MRK MERCK & CO INC 0.7%
Value ($000) $1,702 Shares 15,610 Est. Cost $77.42 Unrealized +25.0%
INTU INTUIT 0.7%
Value ($000) $1,670 Shares 2,671 Est. Cost $484.36 Unrealized +12.5%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,290 Shares 16,946 Est. Cost $72.78 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $996 Shares 5,867 Est. Cost $107.01 Unrealized +43.7%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $905 Shares 3,813 Est. Cost $162.60 Unrealized
MOAT VANECK ETF TRUST 0.3%
Value ($000) $866 Shares 10,228 Est. Cost $71.04 Unrealized
SLYG SPDR SER TR 0.3%
Value ($000) $678 Shares 8,112 Est. Cost $73.79 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $669 Shares 6,825 Est. Cost $85.54 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $667 Shares 4,255 Est. Cost $127.96 Unrealized +12.2%
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $624 Shares 15,099 Est. Cost $49.57 Unrealized -35.8%
HSY HERSHEY CO 0.2%
Value ($000) $600 Shares 3,217 Est. Cost $134.63 Unrealized +32.0%
IBDW ISHARES TR 0.2%
Value ($000) $481 Shares 23,147 Est. Cost $20.77 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $380 Shares 2,785 Est. Cost $129.32 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $366 Shares 5,081 Est. Cost $74.36 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $344 Shares 1,874 Est. Cost $154.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $245 Shares 483 Est. Cost $345.36 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $81 Shares 107,359 Est. Cost $2.96 Unrealized