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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 $333,074,283
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,412,525 $47,799,829 14.35%
2.
Schwab Strategic Trust
 SCHD 1,160,559 $33,609,788 10.09%
3.
Vanguard Specialized Funds - DIV APP ETF
 114,546 $27,103,813 8.14%
4.
Ishares Trust
 IEF 26,800 $20,070,252 6.03%
5.
Schwab Strategic Trust
 SCHD 412,923 $14,373,850 4.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.