Fund HoldingsKeeler Thomas Management LLC

Total Portfolio Value
$247.59M
Total Bought
$46.60M
Total Sold
$17.20M
Net Transaction
+$29.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES TR6,080174,995+168,9152958,5793.46%+8,284
CATERPILLAR INC(CAT)016,997+16,99704,1821.69%+4,182
EAST WEST BANCORP INC(EWBC)070,200+70,20003,7061.50%+3,706
FIFTH THIRD BANCORP(FITB)0140,135+140,13503,6731.48%+3,673
SCHWAB STRATEGIC TR11,232115,147+103,9152933,0971.25%+2,804
ISHARES TR407,722463,577+55,85510,11611,7574.75%+1,642
ISHARES TR423,291481,506+58,21510,16311,7254.74%+1,562
ISHARES TR0565,109+565,10912,77314,3285.79%+1,555
ISHARES TR0567,856+567,85612,77114,2565.76%+1,485
DIGITAL RLTY TR INC(DLR)34,95342,462+7,5093,4364,8351.95%+1,399
ISHARES TR
IBONDS DEC2026
0585,268+585,26812,74514,1335.71%+1,389
ISHARES TR
IBONDS 27 ETF
0347,891+347,8916,9308,2723.34%+1,342
COMCAST CORP NEW(CCZ)89,594111,541+21,9473,3974,6351.87%+1,238
ISHARES TR193,183251,702+58,5194,4205,6562.28%+1,236
ISHARES TR
IBDS DEC28 ETF
183,699236,682+52,9834,5815,8042.34%+1,223
ISHARES TR0415,565+415,5659,60110,8054.36%+1,204
ISHARES TR196,047253,955+57,9084,2215,3892.18%+1,168
BLACKROCK INC(BLK)4,6616,046+1,3853,1194,1791.69%+1,060
ADOBE SYSTEMS INCORPORATED(ADBE)6,1886,825+6372,3853,3371.35%+953
EXXON MOBIL CORP(XOM)31,96341,292+9,3293,5054,4291.79%+923
DEERE & CO(DE)6,4168,787+2,3712,6493,5601.44%+911
APPLE INC(AAPL)44,22541,876-2,3497,2938,1203.28%+828
ISHARES TR222,838260,543+37,7055,2436,0362.44%+793
BRISTOL-MYERS SQUIBB CO(BMY)48,79264,686+15,8943,3824,1371.67%+755
BERKSHIRE HATHAWAY INC DEL27,27026,881-3898,4209,1663.70%+746
FISERV INC(FISV)21,58023,680+2,1002,4392,9871.21%+548
VISA INC(V)9,92711,412+1,4852,2382,7101.09%+472
META PLATFORMS INC(META)7,2946,668-6261,5461,9100.77%+364
TEXTRON INC(TXT)34,68240,266+5,5842,4502,7231.10%+274
MICROSOFT CORP(MSFT)9,8528,973-8792,8403,0561.23%+215
AMAZON COM INC(AMZN)23,63420,146-3,4882,4412,6241.06%+183
SCHWAB STRATEGIC TR21,39224,723+3,3311,5651,7450.70%+180
UNION PAC CORP(UNP)27,07627,458+3825,4495,6182.27%+169
ALPHABET INC(GOOG)27,44424,961-2,4832,8472,9881.21%+141
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
9,49610,792+1,2968109420.38%+132
MCDONALDS CORP(MCD)8,9488,813-1352,5022,6301.06%+128
SPDR SER TR
ST STR SP600GRWO
10,89212,467+1,5758039230.37%+120
UNITEDHEALTH GROUP INC(UNH)10,75610,770+145,0835,1772.09%+93
COSTCO WHSL CORP NEW(COST)12,18611,392-7946,0556,1332.48%+79
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,6954,201+5064785390.22%+61
MERCK & CO INC(MRK)17,91217,012-9001,9061,9630.79%+57
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,5657,458+8934905390.22%+48
TOYOTA MOTOR CORP(TM)1,8741,87402663010.12%+36
TELLURIAN INC NEW125,000125,00001541760.07%+23
WALMART INC(WMT)32,50430,632-1,8724,7934,8151.94%+22
SPDR S&P MIDCAP 400 ETF TR(MDY)580581+12662780.11%+12
WASTE MGMT INC DEL(WM)15,35414,364-9902,5052,4911.01%-14
SALESFORCE INC(CRM)6,4085,955-4531,2801,2580.51%-22
VERIZON COMMUNICATIONS INC(VZ)15,40815,162-2465995640.23%-35
NOVO-NORDISK A S(NVO)15,84315,169-6742,5212,4550.99%-66
VANGUARD INDEX FDS5,2324,473-7591,0689850.40%-82
COCA COLA CO(KO)5,8754,375-1,5003642630.11%-101
GLACIER BANCORP INC NEW(GBCI)15,09915,09906344710.19%-164
INTUIT(INTU)3,8563,331-5251,7191,5260.62%-193
VANGUARD INDEX FDS1,0350-1,0352020-202
HERSHEY CO(HSY)5,1814,453-7281,3181,1120.45%-206
PROCTER AND GAMBLE CO1,5330-1,5332280-228
VANGUARD INDEX FDS1,0760-1,0762330-233
HCA HEALTHCARE INC9860-9862600-260
MONDELEZ INTL INC4,6810-4,6813260-326
THERMO FISHER SCIENTIFIC INC5710-5713290-329
PEPSICO INC(PEP)10,8878,368-2,5191,9851,5500.63%-435
PROSHARES TR
S&P 500 DV ARIST
10,6445,387-5,2579715080.21%-463
JOHNSON & JOHNSON(JNJ)11,6727,703-3,9691,8091,2750.51%-534
ACCENTURE PLC IRELAND
SHS CLASS A
7,4824,933-2,5492,1381,5220.61%-616
VANGUARD INDEX FDS5,7622,224-3,5381,4376290.25%-808
AMGEN INC3,7070-3,7078960-896
NVIDIA CORPORATION(NVDA)10,2104,404-5,8062,8361,8630.75%-973
FORD MTR CO DEL77,5270-77,5279770-977
HUNTINGTON BANCSHARES INC(HBAN)174,06150,192-123,8691,9495410.22%-1,408
PAYCHEX INC16,0940-16,0941,8440-1,844
CISCO SYS INC60,8890-60,8893,1830-3,183
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