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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 $200,944,281
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 301,283 $27,251,006 13.56%
2.
Vanguard Specialized Funds
 122,388 $21,502,302 10.7%
3.
Schwab Strategic Trust
 FNDF 353,957 $20,678,166 10.29%
4.
Schwab Strategic Trust
 FNDF 181,420 $12,909,847 6.42%
5.
Schwab Strategic Trust
 FNDF 120,579 $9,259,230 4.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)