Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 28, 2022

Total Value ($000): $208,281 (100.0% shares, 0.0% debt)

Holdings (66)

AAPL APPLE INC 9.1%
Value ($000) $18,862 Shares 108,022 Est. Cost $92.69 Unrealized +77.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.0%
Value ($000) $12,565 Shares 35,615 Est. Cost $190.50 Unrealized +69.8%
COST COSTCO WHSL CORP NEW 4.4%
Value ($000) $9,250 Shares 16,068 Est. Cost $289.77 Unrealized +72.8%
MSFT MICROSOFT CORP 4.3%
Value ($000) $8,997 Shares 29,183 Est. Cost $177.66 Unrealized +64.0%
GOOGL ALPHABET INC 4.1%
Value ($000) $8,453 Shares 3,041 Est. Cost $105.25 Unrealized +28.1%
AMZN AMAZON COM INC 3.9%
Value ($000) $8,042 Shares 2,467 Est. Cost $163.28 Unrealized -5.4%
PG PROCTER AND GAMBLE CO 3.7%
Value ($000) $7,641 Shares 50,010 Est. Cost $93.47 Unrealized +52.1%
JNJ JOHNSON &JOHNSON 3.6%
Value ($000) $7,441 Shares 41,987 Est. Cost $122.44 Unrealized +24.0%
UNH UNITEDHEALTH GROUP INC 3.4%
Value ($000) $6,991 Shares 13,708 Est. Cost $289.94 Unrealized +55.6%
NVO NOVO-NORDISK A S 3.3%
Value ($000) $6,776 Shares 61,017 Est. Cost $69.03 Unrealized
PEP PEPSICO INC 3.2%
Value ($000) $6,718 Shares 40,137 Est. Cost $105.69 Unrealized +40.4%
KO COCA COLA CO 3.0%
Value ($000) $6,320 Shares 101,939 Est. Cost $41.23 Unrealized +31.1%
ADBE ADOBE SYSTEMS INCORPORATED 3.0%
Value ($000) $6,303 Shares 13,833 Est. Cost $506.04 Unrealized -4.9%
WMT WALMART INC 3.0%
Value ($000) $6,183 Shares 41,518 Est. Cost $44.61 Unrealized -0.0%
HSY HERSHEY CO 2.5%
Value ($000) $5,199 Shares 23,998 Est. Cost $134.63 Unrealized +37.0%
ORCL ORACLE CORP 2.3%
Value ($000) $4,784 Shares 57,827 Est. Cost $58.65 Unrealized +31.2%
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $4,434 Shares 15,505 Est. Cost $197.27 Unrealized
GM GENERAL MTRS CO 2.0%
Value ($000) $4,195 Shares 95,910 Est. Cost $48.17 Unrealized 0.0%
AMCOR PLC 1.9%
Value ($000) $4,059 Shares 358,272 Est. Cost $9.99 Unrealized -0.6%
F FORD MTR CO DEL 1.9%
Value ($000) $3,963 Shares 234,338 Est. Cost $14.55 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $3,892 Shares 11,542 Est. Cost $244.79 Unrealized +30.1%
AMGN AMGEN INC 1.6%
Value ($000) $3,363 Shares 13,907 Est. Cost $204.43 Unrealized -0.6%
INTU INTUIT 1.6%
Value ($000) $3,338 Shares 6,941 Est. Cost $499.50 Unrealized 0.0%
CHD CHURCH &DWIGHT CO INC 1.6%
Value ($000) $3,230 Shares 32,497 Est. Cost $79.55 Unrealized +19.6%
KMB KIMBERLY-CLARK CORP 1.5%
Value ($000) $3,053 Shares 24,785 Est. Cost $114.38 Unrealized -0.3%
VOT VANGUARD INDEX FDS 1.5%
Value ($000) $3,046 Shares 13,692 Est. Cost $205.94 Unrealized
MCD MCDONALDS CORP 1.4%
Value ($000) $2,989 Shares 12,086 Est. Cost $167.16 Unrealized +36.3%
NOBL PROSHARES TR 1.4%
Value ($000) $2,949 Shares 31,157 Est. Cost $71.58 Unrealized
VBK VANGUARD INDEX FDS 1.3%
Value ($000) $2,751 Shares 11,104 Est. Cost $257.92 Unrealized
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $2,547 Shares 33,593 Est. Cost $71.13 Unrealized +1.7%
AVGO BROADCOM INC 1.1%
Value ($000) $2,390 Shares 3,796 Est. Cost $55.08 Unrealized 0.0%
FISV FISERV INC 1.0%
Value ($000) $2,103 Shares 20,807 Est. Cost $114.70 Unrealized -11.8%
VO VANGUARD INDEX FDS 1.0%
Value ($000) $2,054 Shares 8,636 Est. Cost $229.27 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $2,014 Shares 9,478 Est. Cost $219.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $1,846 Shares 8,606 Est. Cost $81.61 Unrealized +117.1%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $1,745 Shares 9,511 Est. Cost $157.28 Unrealized 0.0%
UNP UNION PAC CORP 0.8%
Value ($000) $1,587 Shares 5,810 Est. Cost $121.26 Unrealized +90.1%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,515 Shares 5,551 Est. Cost $20.37 Unrealized +22.9%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,433 Shares 6,295 Est. Cost $130.46 Unrealized
CRM SALESFORCE COM INC 0.6%
Value ($000) $1,286 Shares 6,058 Est. Cost $212.63 Unrealized 0.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,179 Shares 12,026 Est. Cost $53.32 Unrealized +64.0%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,096 Shares 4,101 Est. Cost $150.81 Unrealized +64.6%
GBCI GLACIER BANCORP INC NEW 0.4%
Value ($000) $759 Shares 15,099 Est. Cost $49.57 Unrealized -4.0%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $731 Shares 5,156 Est. Cost $119.44 Unrealized +5.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $673 Shares 6,070 Est. Cost $96.04 Unrealized -2.5%
BDX BECTON DICKINSON &CO 0.3%
Value ($000) $662 Shares 2,487 Est. Cost $216.59 Unrealized +11.3%
TELLURIAN INC NEW 0.3%
Value ($000) $530 Shares 100,000 Est. Cost $3.10 Unrealized
MRK MERCK &CO INC 0.2%
Value ($000) $439 Shares 5,346 Est. Cost $66.58 Unrealized +4.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $416 Shares 8,168 Est. Cost $37.90 Unrealized +9.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $400 Shares 4,038 Est. Cost $57.21 Unrealized +51.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $389 Shares 2,835 Est. Cost $105.73 Unrealized +33.6%
IDEV ISHARES TR 0.2%
Value ($000) $380 Shares 5,982 Est. Cost $66.74 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $378 Shares 2,158 Est. Cost $119.19 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $364 Shares 6,547 Est. Cost $61.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $361 Shares 612 Est. Cost $474.37 Unrealized +19.8%
UNILEVER PLC 0.2%
Value ($000) $354 Shares 7,765 Est. Cost $54.16 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $346 Shares 1,521 Est. Cost $137.44 Unrealized +43.3%
ABBV ABBVIE INC 0.2%
Value ($000) $340 Shares 2,097 Est. Cost $67.81 Unrealized +86.4%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $337 Shares 2,260 Est. Cost $103.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $292 Shares 596 Est. Cost $345.36 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $280 Shares 3,300 Est. Cost $57.83 Unrealized +15.7%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $271 Shares 1,093 Est. Cost $136.02 Unrealized +56.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $258 Shares 584 Est. Cost $328.13 Unrealized +11.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $255 Shares 2,286 Est. Cost $65.36 Unrealized +36.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $244 Shares 1,500 Est. Cost $122.75 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $240 Shares 1,080 Est. Cost $187.39 Unrealized +12.1%