0001606587-19-000960.txt : 20191104 0001606587-19-000960.hdr.sgml : 20191104 20191104115216 ACCESSION NUMBER: 0001606587-19-000960 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191104 DATE AS OF CHANGE: 20191104 EFFECTIVENESS DATE: 20191104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keeler THomas Management LLC CENTRAL INDEX KEY: 0001730660 IRS NUMBER: 870471678 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18280 FILM NUMBER: 191188776 BUSINESS ADDRESS: STREET 1: 1327 S. 800 E. CITY: OREM STATE: UT ZIP: 84097 BUSINESS PHONE: 801-226-0800 MAIL ADDRESS: STREET 1: 1327 S. 800 E. CITY: OREM STATE: UT ZIP: 84097 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730660 XXXXXXXX 09-30-2019 09-30-2019 false Keeler Thomas Management LLC

1327 S. 800 E. Orem UT 84097

13F HOLDINGS REPORT 028-18280 N Charles Unice 801-226-0800 Charles Unice Orem UT 11-04-2019 0 63 130106 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 3633 22100 SH SOLE NONE 22100 0 0 ABBOTT LABS COM 002824100 3936 47050 SH SOLE NONE 47050 0 0 ABBVIE INC COM 00287Y109 2206 29142 SH SOLE NONE 29142 0 0 AIR PRODS &CHEMS INC COM 009158106 3773 17010 SH SOLE NONE 17010 0 0 APPLE INC COM 037833100 8741 39131 SH SOLE NONE 39131 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1309 31875 SH SOLE NONE 31875 0 0 AT&T INC COM 00206R102 492 13024 SH SOLE NONE 13024 0 0 AVALONBAY CMNTYS INC COM 053484101 1119 5200 SH SOLE NONE 5200 0 0 BECTON DICKINSON &CO COM 075887109 733 2900 SH SOLE NONE 2900 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8550 41103 SH SOLE NONE 41103 0 0 BOEING CO COM 097023105 3412 8970 SH SOLE NONE 8970 0 0 CHEVRON CORP NEW COM 166764100 3186 26869 SH SOLE NONE 26869 0 0 COCA COLA CO COM 191216100 1941 35669 SH SOLE NONE 35669 0 0 COSTCO WHSL CORP NEW COM 22160K105 1367 4748 SH SOLE NONE 4748 0 0 DISNEY WALT CO COM DISNEY 254687106 5668 43497 SH SOLE NONE 43497 0 0 DOMINION ENERGY INC COM 25746U109 2483 30650 SH SOLE NONE 30650 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 3067 32000 SH SOLE NONE 32000 0 0 EMERSON ELEC CO COM 291011104 2888 43200 SH SOLE NONE 43200 0 0 EXXON MOBIL CORP COM 30231G102 2369 33562 SH SOLE NONE 33562 0 0 FEDEX CORP COM 31428X106 960 6500 SH SOLE NONE 6500 0 0 GILEAD SCIENCES INC COM 375558103 332 5250 SH SOLE NONE 5250 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1148 26900 SH SOLE NONE 26900 0 0 HCA HEALTHCARE INC COM 40412C101 258 2150 SH SOLE NONE 2150 0 0 HEALTHEQUITY INC COM 42226A107 1185 20590 SH SOLE NONE 20590 0 0 HONEYWELL INTL INC COM 438516106 2350 13891 SH SOLE NONE 13891 0 0 ILLINOIS TOOL WKS INC COM 452308109 3947 25225 SH SOLE NONE 25225 0 0 INTEL CORP COM 458140100 1803 35007 SH SOLE NONE 35007 0 0 ISHARES TR S&P SML 600 GWT 464287887 267 1500 SH SOLE NONE 1500 0 0 JOHNSON &JOHNSON COM 478160104 3890 30071 SH SOLE NONE 30071 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 605 2900 SH SOLE NONE 2900 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 873 5200 SH SOLE NONE 5200 0 0 MCDONALDS CORP COM 580135101 273 1273 SH SOLE NONE 1273 0 0 MICROSOFT CORP COM 594918104 2126 15295 SH SOLE NONE 15295 0 0 NEXTERA ENERGY INC COM 65339F101 252 1082 SH SOLE NONE 1082 0 0 NOVO-NORDISK A S ADR 670100205 780 15100 SH SOLE NONE 15100 0 0 PEOPLES UTAH BANCORP COM 712706209 805 28475 SH SOLE NONE 28475 0 0 PEPSICO INC COM 713448108 3857 28137 SH SOLE NONE 28137 0 0 PROCTER &GAMBLE CO COM 742718109 4993 40146 SH SOLE NONE 40146 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 3794 53010 SH SOLE NONE 53010 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 620 10000 SH SOLE NONE 10000 0 0 SANOFI SPONSORED ADR 80105N105 1380 29800 SH SOLE NONE 29800 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 512 8345 SH SOLE NONE 8345 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 227 1888 SH SOLE NONE 1888 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 386 5975 SH SOLE NONE 5975 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 822 2332 SH SOLE NONE 2332 0 0 STRYKER CORP COM 863667101 3566 16489 SH SOLE NONE 16489 0 0 UNILEVER PLC SPON ADR NEW 904767704 2202 36650 SH SOLE NONE 36650 0 0 UNION PACIFIC CORP COM 907818108 4584 28302 SH SOLE NONE 28302 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2677 22349 SH SOLE NONE 22349 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1665 12202 SH SOLE NONE 12202 0 0 UNITEDHEALTH GROUP INC COM 91324P102 666 2944 SH SOLE NONE 2944 0 0 VANGUARD GROUP DIV APP ETF 921908844 292 2443 SH SOLE NONE 2443 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 938 8301 SH SOLE NONE 8301 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 237 2551 SH SOLE NONE 2551 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 920 7143 SH SOLE NONE 7143 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1101 6624 SH SOLE NONE 6624 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 340 2210 SH SOLE NONE 2210 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3568 23634 SH SOLE NONE 23634 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 575 14007 SH SOLE NONE 14007 0 0 VENTAS INC COM 92276F100 2643 36200 SH SOLE NONE 36200 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1848 30623 SH SOLE NONE 30623 0 0 WELLTOWER INC COM 95040Q104 2674 29500 SH SOLE NONE 29500 0 0 ZIONS BANCORPORATION N A COM 989701107 292 6564 SH SOLE NONE 6564 0 0