Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 29, 2022

Total Value ($000): $201,939 (100.0% shares, 0.0% debt)

Holdings (66)

SPY SPDR S&P 500 ETF TR 10.8%
Value ($000) $21,771 Shares 59,261 Est. Cost $367.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 5.0%
Value ($000) $10,076 Shares 36,905 Est. Cost $194.81 Unrealized +61.0%
COST COSTCO WHSL CORP NEW 4.3%
Value ($000) $8,690 Shares 18,131 Est. Cost $311.98 Unrealized +55.4%
JNJ JOHNSON &JOHNSON 4.2%
Value ($000) $8,572 Shares 48,290 Est. Cost $127.34 Unrealized +25.6%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $7,794 Shares 15,173 Est. Cost $307.43 Unrealized +53.2%
AAPL APPLE INC 3.8%
Value ($000) $7,658 Shares 55,625 Est. Cost $92.69 Unrealized +60.4%
GOOGL ALPHABET INC 3.4%
Value ($000) $6,915 Shares 3,168 Est. Cost $105.72 Unrealized +10.5%
PEP PEPSICO INC 3.4%
Value ($000) $6,897 Shares 41,381 Est. Cost $107.01 Unrealized +40.0%
NVO NOVO-NORDISK A S 3.4%
Value ($000) $6,888 Shares 61,817 Est. Cost $69.58 Unrealized
KO COCA COLA CO 3.3%
Value ($000) $6,725 Shares 106,893 Est. Cost $41.95 Unrealized +35.3%
MSFT MICROSOFT CORP 2.9%
Value ($000) $5,837 Shares 22,654 Est. Cost $177.66 Unrealized +48.3%
AMCOR PLC 2.7%
Value ($000) $5,385 Shares 431,413 Est. Cost $10.10 Unrealized +5.2%
HSY HERSHEY CO 2.4%
Value ($000) $4,946 Shares 22,989 Est. Cost $134.63 Unrealized +47.6%
ADBE ADOBE SYSTEMS INCORPORATED 2.4%
Value ($000) $4,883 Shares 12,718 Est. Cost $506.04 Unrealized -19.6%
AMZN AMAZON COM INC 2.4%
Value ($000) $4,759 Shares 41,105 Est. Cost $127.42 Unrealized -1.8%
ACN ACCENTURE PLC IRELAND 2.3%
Value ($000) $4,710 Shares 16,270 Est. Cost $256.36 Unrealized +11.0%
WMT WALMART INC 2.3%
Value ($000) $4,563 Shares 37,349 Est. Cost $44.61 Unrealized -1.3%
VUG VANGUARD INDEX FDS 1.8%
Value ($000) $3,538 Shares 15,874 Est. Cost $197.86 Unrealized
ZTS ZOETIS INC 1.7%
Value ($000) $3,483 Shares 20,262 Est. Cost $166.76 Unrealized 0.0%
AMGN AMGEN INC 1.7%
Value ($000) $3,440 Shares 14,138 Est. Cost $204.66 Unrealized +6.8%
MMM 3M CO 1.7%
Value ($000) $3,434 Shares 22,312 Est. Cost $105.20 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 1.6%
Value ($000) $3,320 Shares 53,468 Est. Cost $57.24 Unrealized 0.0%
INTU INTUIT 1.5%
Value ($000) $3,102 Shares 8,047 Est. Cost $486.43 Unrealized -16.9%
MCD MCDONALDS CORP 1.5%
Value ($000) $2,984 Shares 12,088 Est. Cost $167.16 Unrealized +35.4%
ORCL ORACLE CORP 1.5%
Value ($000) $2,938 Shares 42,052 Est. Cost $58.65 Unrealized +19.1%
KMB KIMBERLY-CLARK CORP 1.4%
Value ($000) $2,903 Shares 21,476 Est. Cost $114.38 Unrealized +0.3%
CHD CHURCH &DWIGHT CO INC 1.4%
Value ($000) $2,882 Shares 31,105 Est. Cost $79.55 Unrealized +13.7%
PAYX PAYCHEX INC 1.3%
Value ($000) $2,699 Shares 15,453 Est. Cost $112.87 Unrealized 0.0%
GM GENERAL MTRS CO 1.3%
Value ($000) $2,637 Shares 81,215 Est. Cost $48.17 Unrealized -24.9%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $2,621 Shares 11,547 Est. Cost $99.89 Unrealized +53.5%
F FORD MTR CO DEL 1.3%
Value ($000) $2,566 Shares 224,939 Est. Cost $14.55 Unrealized -27.5%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $2,394 Shares 29,868 Est. Cost $71.13 Unrealized +1.0%
NOBL PROSHARES TR 1.2%
Value ($000) $2,359 Shares 27,639 Est. Cost $71.58 Unrealized
NVS NOVARTIS AG 1.0%
Value ($000) $2,110 Shares 18,825 Est. Cost $112.08 Unrealized
TXN TEXAS INSTRS INC 1.0%
Value ($000) $1,960 Shares 12,527 Est. Cost $155.77 Unrealized -3.1%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,843 Shares 30,118 Est. Cost $42.82 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.9%
Value ($000) $1,804 Shares 10,284 Est. Cost $205.94 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,744 Shares 11,497 Est. Cost $19.58 Unrealized -3.8%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $1,650 Shares 6,125 Est. Cost $147.93 Unrealized 0.0%
FISV FISERV INC 0.7%
Value ($000) $1,404 Shares 15,781 Est. Cost $114.70 Unrealized -15.4%
META META PLATFORMS INC 0.7%
Value ($000) $1,381 Shares 8,552 Est. Cost $191.58 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,325 Shares 8,717 Est. Cost $93.47 Unrealized +46.9%
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $1,219 Shares 6,186 Est. Cost $257.92 Unrealized
RCL SALESFORCE INC 0.6%
Value ($000) $1,216 Shares 7,365 Est. Cost $61.13 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,167 Shares 6,186 Est. Cost $130.46 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $957 Shares 12,026 Est. Cost $53.32 Unrealized +53.6%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $739 Shares 3,752 Est. Cost $229.27 Unrealized
GBCI GLACIER BANCORP INC NEW 0.4%
Value ($000) $716 Shares 15,099 Est. Cost $49.57 Unrealized -15.7%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $614 Shares 3,487 Est. Cost $219.57 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $583 Shares 4,494 Est. Cost $119.44 Unrealized +1.3%
BDX BECTON DICKINSON &CO 0.3%
Value ($000) $566 Shares 2,297 Est. Cost $216.59 Unrealized +10.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $482 Shares 5,375 Est. Cost $96.04 Unrealized -5.9%
MRK MERCK &CO INC 0.2%
Value ($000) $481 Shares 5,270 Est. Cost $66.58 Unrealized +19.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $388 Shares 4,038 Est. Cost $57.21 Unrealized +54.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $364 Shares 1,732 Est. Cost $145.36 Unrealized +39.3%
TELLURIAN INC NEW 0.2%
Value ($000) $332 Shares 111,300 Est. Cost $3.09 Unrealized
IGRO ISHARES TR 0.1%
Value ($000) $301 Shares 5,255 Est. Cost $57.28 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $289 Shares 1,874 Est. Cost $154.22 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $273 Shares 1,820 Est. Cost $119.19 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $263 Shares 3,300 Est. Cost $57.83 Unrealized +19.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $258 Shares 601 Est. Cost $330.11 Unrealized +20.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $245 Shares 2,286 Est. Cost $65.36 Unrealized +45.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $239 Shares 577 Est. Cost $345.36 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 1,834 Est. Cost $103.37 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $216 Shares 3,904 Est. Cost $55.33 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $204 Shares 955 Est. Cost $121.26 Unrealized +72.2%