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