0001606587-20-000064.txt : 20200121 0001606587-20-000064.hdr.sgml : 20200121 20200121094347 ACCESSION NUMBER: 0001606587-20-000064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20535338 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 12-31-2019 12-31-2019 false Keeler Thomas Management LLC
1327 S. 800 E. Orem UT 84097
13F HOLDINGS REPORT 028-18280 N
Benjamin Pali Client Services Administrator 801-226-0800 Benjamin Pali Orem UT 01-21-2020 0 64 140187 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 4004 22700 SH SOLE NONE 22700 0 0 ABBOTT LABS COM 002824100 4054 46674 SH SOLE NONE 46674 0 0 ABBVIE INC COM 00287Y109 2543 28727 SH SOLE NONE 28727 0 0 AIR PRODS &CHEMS INC COM 009158106 4179 17785 SH SOLE NONE 17785 0 0 APPLE INC COM 037833100 11032 37570 SH SOLE NONE 37570 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1546 33375 SH SOLE NONE 33375 0 0 AT&T INC COM 00206R102 470 12034 SH SOLE NONE 12034 0 0 AVALONBAY CMNTYS INC COM 053484101 1090 5200 SH SOLE NONE 5200 0 0 BECTON DICKINSON &CO COM 075887109 788 2900 SH SOLE NONE 2900 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9226 40733 SH SOLE NONE 40733 0 0 BOEING CO COM 097023105 3264 9722 SH SOLE NONE 9722 0 0 CHEVRON CORP NEW COM 166764100 3215 26679 SH SOLE NONE 26679 0 0 COCA COLA CO COM 191216100 1974 35672 SH SOLE NONE 35672 0 0 COSTCO WHSL CORP NEW COM 22160K105 1385 4713 SH SOLE NONE 4713 0 0 DISNEY WALT CO COM DISNEY 254687106 6184 42760 SH SOLE NONE 42760 0 0 DOMINION ENERGY INC COM 25746U109 2662 32150 SH SOLE NONE 32150 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 3044 33380 SH SOLE NONE 33380 0 0 EMERSON ELEC CO COM 291011104 3317 43500 SH SOLE NONE 43500 0 0 EXXON MOBIL CORP COM 30231G102 2448 35085 SH SOLE NONE 35085 0 0 FEDEX CORP COM 31428X106 982 6400 SH SOLE NONE 6400 0 0 GILEAD SCIENCES INC COM 375558103 321 4950 SH SOLE NONE 4950 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1264 26900 SH SOLE NONE 26900 0 0 HCA HEALTHCARE INC COM 40412C101 421 2850 SH SOLE NONE 2850 0 0 HEALTHEQUITY INC COM 42226A107 1491 20140 SH SOLE NONE 20140 0 0 HONEYWELL INTL INC COM 438516106 2462 13914 SH SOLE NONE 13914 0 0 ILLINOIS TOOL WKS INC COM 452308109 4630 25776 SH SOLE NONE 25776 0 0 INTEL CORP COM 458140100 2087 34878 SH SOLE NONE 34878 0 0 ISHARES TR S&P SML 600 GWT 464287887 270 600 SH SOLE NONE 600 0 0 JOHNSON &JOHNSON COM 478160104 4581 31405 SH SOLE NONE 31405 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 573 2900 SH SOLE NONE 2900 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 896 5300 SH SOLE NONE 5300 0 0 MCDONALDS CORP COM 580135101 544 2953 SH SOLE NONE 2953 0 0 MICROSOFT CORP COM 594918104 2348 14894 SH SOLE NONE 14894 0 0 NEXTERA ENERGY INC COM 65339F101 268 1110 SH SOLE NONE 1110 0 0 NOVO-NORDISK A S ADR 670100205 900 15550 SH SOLE NONE 15550 0 0 ONEOK INC NEW COM 682680103 368 4872 SH SOLE NONE 4872 0 0 PEOPLES UTAH BANCORP COM 712706209 803 26665 SH SOLE NONE 26665 0 0 PEPSICO INC COM 713448108 3821 27962 SH SOLE NONE 27962 0 0 PROCTER &GAMBLE CO COM 742718109 4880 39073 SH SOLE NONE 39073 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 3816 50487 SH SOLE NONE 50487 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 590 10000 SH SOLE NONE 10000 0 0 SANOFI SPONSORED ADR 80105N105 1488 29650 SH SOLE NONE 29650 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 217 261 SH SOLE NONE 261 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 471 1814 SH SOLE NONE 1814 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 227 7478 SH SOLE NONE 7478 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 334 5163 SH SOLE NONE 5163 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 857 2284 SH SOLE NONE 2284 0 0 STRYKER CORP COM 863667101 3428 16333 SH SOLE NONE 16333 0 0 UNILEVER PLC SPON ADR NEW 904767704 2486 43500 SH SOLE NONE 43500 0 0 UNION PACIFIC CORP COM 907818108 5265 29126 SH SOLE NONE 29126 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2586 22099 SH SOLE NONE 22099 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1820 12157 SH SOLE NONE 12157 0 0 UNITEDHEALTH GROUP INC COM 91324P102 928 3159 SH SOLE NONE 3159 0 0 VANGUARD GROUP DIV APP ETF 921908844 304 2443 SH SOLE NONE 2443 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 896 149 SH SOLE NONE 149 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 238 1 SH SOLE NONE 1 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 879 53 SH SOLE NONE 53 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1176 2212 SH SOLE NONE 2212 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 366 23214 SH SOLE NONE 23214 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3798 1369 SH SOLE NONE 1369 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 600 13623 SH SOLE NONE 13623 0 0 VENTAS INC COM 92276F100 2516 43575 SH SOLE NONE 43575 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1866 30394 SH SOLE NONE 30394 0 0 WELLTOWER INC COM 95040Q104 2700 33024 SH SOLE NONE 33024 0 0