Legal Name: KEELER THOMAS MANAGEMENT LLC
報告期間:
Jun 30, 2019
有効日:
Jul 31, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Berkshire Hathaway, Inc. (084670702)
|
41,578 |
$8,863k |
|
|
Apple Inc (037833100)
|
40,032 |
$7,923k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
52,701 |
$7,329k |
|
|
DISNEY WALT CO (254687106)
|
43,375 |
$6,056k |
|
|
UNION PAC CORP (907818108)
|
26,676 |
$4,511k |
|
|
PROCTER & GAMBLE CO (742718109)
|
41,096 |
$4,506k |
|
|
ABBOTT LABS (002824100)
|
48,850 |
$4,108k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
25,875 |
$3,902k |
|
|
JOHNSON & JOHNSON (478160104)
|
28,008 |
$3,900k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
17,165 |
$3,885k |
|
|
STRYKER CORP (863667101)
|
17,914 |
$3,682k |
|
|
PEPSICO INC (713448108)
|
27,771 |
$3,641k |
|
|
PROSHARES TR (74348A467)
|
50,223 |
$3,483k |
|
|
Boeing Co/The (097023105)
|
9,390 |
$3,418k |
|
|
3M CO (88579Y101)
|
19,650 |
$3,406k |
|
|
Chevron Corp (166764100)
|
27,311 |
$3,398k |
|
|
DUKE ENERGY CORP (26441C204)
|
33,100 |
$2,920k |
|
|
Exxon Mobil Corp (30231G102)
|
35,405 |
$2,713k |
|
|
VENTAS INC (92276F100)
|
36,850 |
$2,518k |
|
|
WELLTOWER INC (95040Q104)
|
30,500 |
$2,486k |
|
|
DOMINION ENERGY INC (25746U109)
|
31,350 |
$2,423k |
|
|
EMERSON ELEC CO (291011104)
|
35,800 |
$2,388k |
|
|
UNITED PARCEL SERVIC (911312106)
|
22,799 |
$2,354k |
|
|
HONEYWELL INTL INC (438516106)
|
13,200 |
$2,304k |
|
|
UNILEVER PLC (904767704)
|
33,900 |
$2,100k |
|
|
MICROSOFT CORP (594918104)
|
14,821 |
$1,985k |
|
|
COCA-COLA CO (191216100)
|
36,817 |
$1,874k |
|
|
ABBVIE INC (00287Y109)
|
24,438 |
$1,777k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
28,901 |
$1,651k |
|
|
INTEL CORP (458140100)
|
30,366 |
$1,453k |
|
|
UNITED TECHNOLOGIES (913017109)
|
11,124 |
$1,448k |
|
|
COSTCO WHSL CORP (22160K105)
|
4,640 |
$1,226k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
17,441 |
$1,220k |
|
|
HEALTHEQUITY INC COM (42226A107)
|
18,585 |
$1,215k |
|
|
Archer-Daniels-Midland Co (039483102)
|
27,650 |
$1,128k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
28,200 |
$1,128k |
|
|
AVALONBAY COMMUNTIES (053484101)
|
5,500 |
$1,117k |
|
|
SANOFI (80105N105)
|
25,400 |
$1,099k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,698 |
$957k |
|
|
FEDEX CORP (31428X106)
|
5,100 |
$837k |
|
|
PEOPLES UTAH BANCORP (712706209)
|
28,475 |
$837k |
|
|
BECTON DICKINSON (075887109)
|
3,300 |
$831k |
|
|
ISHARES TR (464287325)
|
7,591 |
$790k |
|
|
LABORATORY CORP AMER (50540R409)
|
4,200 |
$726k |
|
|
PUBLIC SVC ENTERPR (744573106)
|
11,500 |
$676k |
|
|
NOVO-NORDISK AS (670100205)
|
12,900 |
$658k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
14,862 |
$619k |
|
|
AT&T INC (00206R102)
|
12,625 |
$423k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
619 |
$370k |
|
|
GILEAD SCIENCES INC (375558103)
|
5,100 |
$344k |
|
|
ZIONS BANCORPORATION N.A. (989701107)
|
6,870 |
$315k |
|
|
VANGUARD GROUP (921908844)
|
2,494 |
$287k |
|
|
NEXTERA ENERGY INC (65339F101)
|
998 |
$204k |
|
