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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 $250,100,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,258,518 $31,513,300 12.6%
2.
Schwab Strategic Trust
 FNDF 1,064,622 $22,921,311 9.16%
3.
Vanguard Specialized Funds - DIV APP ETF
 106,471 $20,654,259 8.26%
4.
Schwab Strategic Trust
 FNDF 463,231 $12,312,680 4.92%
5.
Schwab Strategic Trust
 FNDF 423,540 $11,842,180 4.73%
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)