Keeler Thomas Management LLC
Q4 2024 13F Holdings
- Locationorem, UT
- Num holdings
67
- Value ($000)
$280,607
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001730660
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IBDR ISHARES TR | IBONDS DEC2026 | 46435GAA0 | $15.91 M | 6 % | 660,812 | ||
IBDQ ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | $15.61 M | 6 % | 623,279 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $10.97 M | 4 % | 209,078 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.81 M | 4 % | 21,634 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $8.41 M | 3 % | 9,180 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $8.22 M | 3 % | 343,051 | ||
AAPL APPLE INC | COM | 037833100 | $7.63 M | 3 % | 30,481 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $7.07 M | 3 % | 303,081 | ||
WMT WALMART INC | COM | 931142103 | $6.74 M | 2 % | 74,586 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $6.59 M | 2 % | 226,593 |
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