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Home > Institutional Investor > Goepper Burkhardt Llc > Profile

Instuitional Investor - Goepper Burkhardt Llc

Fund Profile
Filing Period:
Fund Name: Goepper Burkhardt Llc
Portfolio Value $271,383,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,327,110 $38,764,896 14.28%
2.
Schwab Strategic Trust
 FNDF 1,083,704 $25,824,666 9.51%
3.
Vanguard Specialized Funds - DIV APP ETF
 108,447 $22,195,794 8.18%
4.
Schwab Strategic Trust
 FNDF 464,973 $12,865,803 4.74%
5.
Schwab Strategic Trust
 FNDF 457,150 $12,114,478 4.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)