Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $231,041 (100.0% shares, 0.0% debt)

Holdings (72)

AAPL APPLE INC 8.1%
Value ($000) $18,667 Shares 105,127 Est. Cost $90.70 Unrealized +70.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.7%
Value ($000) $10,829 Shares 36,220 Est. Cost $190.50 Unrealized +50.3%
MSFT MICROSOFT CORP 4.1%
Value ($000) $9,370 Shares 27,863 Est. Cost $172.27 Unrealized +81.9%
COST COSTCO WHSL CORP NEW 3.7%
Value ($000) $8,657 Shares 15,250 Est. Cost $278.45 Unrealized +75.3%
AMZN AMAZON COM INC 3.6%
Value ($000) $8,299 Shares 2,489 Est. Cost $163.28 Unrealized +4.8%
GOOGL ALPHABET INC 3.5%
Value ($000) $8,152 Shares 2,814 Est. Cost $102.87 Unrealized +39.0%
PG PROCTER AND GAMBLE CO 3.4%
Value ($000) $7,811 Shares 47,754 Est. Cost $91.17 Unrealized +47.1%
JNJ JOHNSON &JOHNSON 3.1%
Value ($000) $7,246 Shares 42,357 Est. Cost $122.44 Unrealized +18.5%
PEP PEPSICO INC 3.0%
Value ($000) $7,003 Shares 40,320 Est. Cost $105.69 Unrealized +35.7%
NVO NOVO-NORDISK A S 2.8%
Value ($000) $6,356 Shares 56,754 Est. Cost $65.88 Unrealized
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $6,167 Shares 12,281 Est. Cost $271.21 Unrealized +55.7%
KO COCA COLA CO 2.6%
Value ($000) $6,085 Shares 102,769 Est. Cost $41.23 Unrealized +19.3%
ACN ACCENTURE PLC IRELAND 2.5%
Value ($000) $5,890 Shares 14,210 Est. Cost $244.79 Unrealized +40.2%
WMT WALMART INC 2.4%
Value ($000) $5,600 Shares 38,709 Est. Cost $44.61 Unrealized +1.3%
ADP AUTOMATIC DATA PROCESSING IN 2.3%
Value ($000) $5,268 Shares 21,365 Est. Cost $137.44 Unrealized +50.8%
TMO THERMO FISHER SCIENTIFIC INC 2.2%
Value ($000) $5,180 Shares 7,764 Est. Cost $474.37 Unrealized +30.1%
HD HOME DEPOT INC 2.2%
Value ($000) $5,139 Shares 12,383 Est. Cost $230.03 Unrealized +49.2%
CERNER CORP 2.1%
Value ($000) $4,857 Shares 52,302 Est. Cost $72.50 Unrealized
HSY HERSHEY CO 2.1%
Value ($000) $4,840 Shares 25,020 Est. Cost $134.63 Unrealized +21.5%
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $4,798 Shares 14,952 Est. Cost $193.99 Unrealized
ORCL ORACLE CORP 2.0%
Value ($000) $4,728 Shares 54,217 Est. Cost $57.43 Unrealized +54.8%
KMB KIMBERLY-CLARK CORP 1.8%
Value ($000) $4,232 Shares 29,617 Est. Cost $114.38 Unrealized +0.8%
VOT VANGUARD INDEX FDS 1.7%
Value ($000) $3,829 Shares 15,038 Est. Cost $205.94 Unrealized
AMCOR PLC 1.6%
Value ($000) $3,654 Shares 304,281 Est. Cost $10.00 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $3,609 Shares 6,365 Est. Cost $535.29 Unrealized +16.8%
ABT ABBOTT LABS 1.5%
Value ($000) $3,509 Shares 24,938 Est. Cost $57.23 Unrealized +107.4%
VBK VANGUARD INDEX FDS 1.5%
Value ($000) $3,368 Shares 11,953 Est. Cost $257.92 Unrealized
CHD CHURCH &DWIGHT INC 1.4%
Value ($000) $3,350 Shares 32,692 Est. Cost $79.55 Unrealized +8.6%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,269 Shares 12,198 Est. Cost $167.16 Unrealized +37.4%
AMGN AMGEN INC 1.4%
Value ($000) $3,160 Shares 14,049 Est. Cost $204.43 Unrealized -9.4%
NOBL PROSHARES TR 1.3%
Value ($000) $2,958 Shares 30,131 Est. Cost $70.80 Unrealized
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $2,867 Shares 33,606 Est. Cost $71.13 Unrealized -0.3%
HON HONEYWELL INTL INC 1.2%
Value ($000) $2,847 Shares 13,657 Est. Cost $117.56 Unrealized +57.4%
APD AIR PRODS &CHEMS INC 1.2%
Value ($000) $2,836 Shares 9,323 Est. Cost $160.91 Unrealized +63.9%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $2,555 Shares 10,029 Est. Cost $229.27 Unrealized
FISV FISERV INC 1.1%
Value ($000) $2,519 Shares 24,274 Est. Cost $114.70 Unrealized -9.8%
VB VANGUARD INDEX FDS 1.1%
Value ($000) $2,471 Shares 10,937 Est. Cost $219.57 Unrealized
DLR DIGITAL RLTY TR INC 1.0%
Value ($000) $2,356 Shares 13,324 Est. Cost $119.44 Unrealized +15.6%
CLX CLOROX CO DEL 0.8%
Value ($000) $1,866 Shares 10,707 Est. Cost $164.71 Unrealized -11.6%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $1,856 Shares 8,662 Est. Cost $81.61 Unrealized +106.5%
UNILEVER PLC 0.7%
Value ($000) $1,707 Shares 31,745 Est. Cost $54.16 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,574 Shares 6,521 Est. Cost $130.46 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,567 Shares 5,330 Est. Cost $20.17 Unrealized +36.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,562 Shares 24,649 Est. Cost $36.98 Unrealized +36.5%
UNP UNION PAC CORP 0.7%
Value ($000) $1,531 Shares 6,080 Est. Cost $121.26 Unrealized +77.3%
MMM 3M CO 0.6%
Value ($000) $1,392 Shares 7,841 Est. Cost $131.22 Unrealized -3.0%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,167 Shares 12,563 Est. Cost $53.32 Unrealized +62.2%
QUALTRICS INTL INC 0.5%
Value ($000) $1,098 Shares 31,026 Est. Cost $34.64 Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,096 Shares 4,101 Est. Cost $150.81 Unrealized +66.5%
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,042 Shares 6,026 Est. Cost $110.49 Unrealized +27.1%
GBCI GLACIER BANCORP INC NEW 0.4%
Value ($000) $856 Shares 15,099 Est. Cost $49.57 Unrealized 0.0%
BDX BECTON DICKINSON &CO 0.3%
Value ($000) $772 Shares 3,070 Est. Cost $216.59 Unrealized +3.2%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $608 Shares 3,400 Est. Cost $119.19 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $575 Shares 3,825 Est. Cost $103.37 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $545 Shares 2,212 Est. Cost $125.47 Unrealized +67.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $505 Shares 3,260 Est. Cost $105.73 Unrealized +49.2%
MDT MEDTRONIC PLC 0.2%
Value ($000) $504 Shares 4,881 Est. Cost $96.62 Unrealized +5.6%
V VISA INC 0.2%
Value ($000) $484 Shares 2,233 Est. Cost $187.39 Unrealized +11.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $424 Shares 8,168 Est. Cost $37.90 Unrealized +6.6%
IDEV ISHARES TR 0.2%
Value ($000) $408 Shares 6,052 Est. Cost $66.74 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $392 Shares 6,556 Est. Cost $61.60 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $363 Shares 2,683 Est. Cost $67.81 Unrealized +50.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $347 Shares 4,038 Est. Cost $57.21 Unrealized +38.6%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $323 Shares 1,282 Est. Cost $136.02 Unrealized +51.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $316 Shares 611 Est. Cost $345.36 Unrealized
MRK MERCK &CO INC 0.1%
Value ($000) $312 Shares 4,081 Est. Cost $65.56 Unrealized +6.6%
TELLURIAN INC NEW 0.1%
Value ($000) $308 Shares 100,000 Est. Cost $3.10 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $282 Shares 3,600 Est. Cost $57.83 Unrealized +7.4%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $250 Shares 797 Est. Cost $175.72 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $239 Shares 2,286 Est. Cost $65.36 Unrealized +32.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $232 Shares 3,800 Est. Cost $54.97 Unrealized -1.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $207 Shares 584 Est. Cost $328.13 Unrealized -5.8%