0001606587-20-000371.txt : 20200417 0001606587-20-000371.hdr.sgml : 20200417 20200417142151 ACCESSION NUMBER: 0001606587-20-000371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200417 DATE AS OF CHANGE: 20200417 EFFECTIVENESS DATE: 20200417 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: 20799052 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 03-31-2020 03-31-2020 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 04-17-2020 0 57 85457 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 2887 21150 SH SOLE NONE 21150 0 0 ABBOTT LABS COM 002824100 2539 32176 SH SOLE NONE 32176 0 0 ABBVIE INC COM 00287Y109 1215 15950 SH SOLE NONE 15950 0 0 AIR PRODS &CHEMS INC COM 009158106 2355 11803 SH SOLE NONE 11803 0 0 APERGY CORP COM 03755L104 85 14800 SH SOLE NONE 14800 0 0 APPLE INC COM 037833100 7382 29030 SH SOLE NONE 29030 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 867 24650 SH SOLE NONE 24650 0 0 AVALONBAY CMNTYS INC COM 053484101 846 5750 SH SOLE NONE 5750 0 0 BECTON DICKINSON &CO COM 075887109 442 1925 SH SOLE NONE 1925 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7416 40563 SH SOLE NONE 40563 0 0 BOEING CO COM 097023105 1308 8781 SH SOLE NONE 8781 0 0 CHEVRON CORP NEW COM 166764100 810 11191 SH SOLE NONE 11191 0 0 CISCO SYS INC COM 17275R102 523 13320 SH SOLE NONE 13320 0 0 COCA COLA CO COM 191216100 1393 31483 SH SOLE NONE 31483 0 0 COSTCO WHSL CORP NEW COM 22160K105 1279 4486 SH SOLE NONE 4486 0 0 DISNEY WALT CO COM DISNEY 254687106 3455 35771 SH SOLE NONE 35771 0 0 DOMINION ENERGY INC COM 25746U109 2173 30105 SH SOLE NONE 30105 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2246 27780 SH SOLE NONE 27780 0 0 EMERSON ELEC CO COM 291011104 1632 34250 SH SOLE NONE 34250 0 0 EXXON MOBIL CORP COM 30231G102 1058 27880 SH SOLE NONE 27880 0 0 FEDEX CORP COM 31428X106 818 6750 SH SOLE NONE 6750 0 0 GILEAD SCIENCES INC COM 375558103 497 6650 SH SOLE NONE 6650 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 514 13575 SH SOLE NONE 13575 0 0 HCA HEALTHCARE INC COM 40412C101 292 3250 SH SOLE NONE 3250 0 0 HEALTHEQUITY INC COM 42226A107 748 14795 SH SOLE NONE 14795 0 0 HONEYWELL INTL INC COM 438516106 1289 9635 SH SOLE NONE 9635 0 0 ILLINOIS TOOL WKS INC COM 452308109 2917 20526 SH SOLE NONE 20526 0 0 INTEL CORP COM 458140100 1504 27805 SH SOLE NONE 27805 0 0 JOHNSON &JOHNSON COM 478160104 3818 29119 SH SOLE NONE 29119 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 252 1400 SH SOLE NONE 1400 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 360 2850 SH SOLE NONE 2850 0 0 LOCKHEED MARTIN CORP COM 539830109 299 883 SH SOLE NONE 883 0 0 MCDONALDS CORP COM 580135101 662 4004 SH SOLE NONE 4004 0 0 MICROSOFT CORP COM 594918104 1682 10671 SH SOLE NONE 10671 0 0 NOVO-NORDISK A S ADR 670100205 812 13500 SH SOLE NONE 13500 0 0 PEOPLES UTAH BANCORP COM 712706209 397 20545 SH SOLE NONE 20545 0 0 PEPSICO INC COM 713448108 2511 20908 SH SOLE NONE 20908 0 0 PROCTER &GAMBLE CO COM 742718109 3489 31722 SH SOLE NONE 31722 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 2698 46797 SH SOLE NONE 46797 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 336 7500 SH SOLE NONE 7500 0 0 SANOFI SPONSORED ADR 80105N105 537 12300 SH SOLE NONE 12300 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 387 7110 SH SOLE NONE 7110 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 284 5140 SH SOLE NONE 5140 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 568 2164 SH SOLE NONE 2164 0 0 STRYKER CORP COM 863667101 990 5947 SH SOLE NONE 5947 0 0 UNILEVER PLC SPON ADR NEW 904767704 1648 32600 SH SOLE NONE 32600 0 0 UNION PAC CORP COM 907818108 2258 16015 SH SOLE NONE 16015 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1340 14350 SH SOLE NONE 14350 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1030 10923 SH SOLE NONE 10923 0 0 UNITEDHEALTH GROUP INC COM 91324P102 951 3815 SH SOLE NONE 3815 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 914 5838 SH SOLE NONE 5838 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 221 1915 SH SOLE NONE 1915 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2451 19020 SH SOLE NONE 19020 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 306 9295 SH SOLE NONE 9295 0 0 VENTAS INC COM 92276F100 1140 42550 SH SOLE NONE 42550 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1503 27981 SH SOLE NONE 27981 0 0 WELLTOWER INC COM 95040Q104 1123 24533 SH SOLE NONE 24533 0 0