GB

Goepper Burkhardt LLC

13F
Goepper Burkhardt LLC
Last update 2025-05-06 97 Stocks (17 new)
Value $250.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHG(12.60%)SCHB(9.16%)VIG(8.26%)SCHV(4.92%)SCHD(4.73%)
Summary Stock Picks Current Portfolio
Goepper Burkhardt LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
1,258,518
31,513.3
+2.09%
12.600
+0.26%
0.090
+20.79%
+8.07%
45,910.6
 
SCHB
Schwab U.S. Broad Market ETF
1,064,622
22,921.3
-0.48%
9.160
-0.05%
0.070
+16.59%
+8.48%
35,306.3
 
VIG
Vanguard Dividend Appreciation FTF
106,471
20,654.3
-1.90%
8.260
-0.16%
0.020
+10.96%
+7.24%
90,207.5
 
SCHV
Schwab U.S. Large-Cap Value ETF
463,231
12,312.7
-3.90%
4.920
-0.20%
0.100
+11.09%
+9.70%
12,955.7
 
SCHD
Schwab US Dividend Equity ETF
423,540
11,842.2
+1.66%
4.730
+0.08%
0.020
+7.15%
+1.74%
71,237.6
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
479,200
9,751.7
+6.12%
3.900
+0.23%
0.380
+0.46%
+1.41%
2,642.6
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
499,150
9,723.4
+3.63%
3.890
+0.14%
0.230
+1.19%
+2.80%
4,243.1
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
489,800
9,595.2
+4.57%
3.840
+0.17%
0.280
+0.23%
+0.64%
3,737.7
 
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
440,490
9,109.3
-5.29%
3.640
-0.21%
0.260
0%
+0.10%
3,218.3
 
AAPL
Apple Inc
40,554
9,008.3
-0.06%
3.600
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware

Goepper Burkhardt LLC's Historical Top Holdings Breakdowns

Goepper Burkhardt LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.79%
●
554.06 ($590.51) 615.85
$637.58
7.97%
Add 36.49%
13,166
3,520
VTV
Vanguard Value ETF
2025-03-31
New Buy
New Buy
+0.37%
●
167.73 ($174.39) 179.21
$179.89
3.15%
New holding
5,331
5,331
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
Invesco BulletShares 2031 Corporate Bond ETF
2025-03-31
Add
Add
+0.33%
●
15.87 ($16.17) 16.38
$16.42
1.55%
Add 51.59%
148,100
50,400
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
New Buy
New Buy
+0.32%
●
47.4 ($50.6) 52.99
$58.09
14.80%
New holding
15,967
15,967
VHT
Vanguard Health Care ETF
2025-03-31
Reduce
Reduce
-0.32%
●
254.06 ($266.4) 273.83
$250.14
-6.10%
Reduce -15.45%
17,102
-3,125
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
Add
Add
+0.30%
●
16.19 ($16.46) 16.64
$16.68
1.34%
Add 13.22%
390,150
45,550
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.30%
●
369.1 ($404.54) 427.61
$452.27
11.80%
Add 195.93%
3,057
2,024
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Reduce
Reduce
-0.30%
●
156.61 ($163.49) 168.02
$169.42
3.63%
Reduce -10.2%
39,698
-4,510
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+0.29%
●
542.38 ($602.71) 646.34
$687.13
14.01%
Add 44.32%
4,279
1,314
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
2025-03-31
Add
Add
+0.28%
●
18.18 ($18.42) 18.58
$18.62
1.09%
Add 8.8%
463,985
37,535

Goepper Burkhardt LLC Total Holding History ($B)

To

Goepper Burkhardt LLC's Asset Allocation

To

Goepper Burkhardt LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Goepper Burkhardt LLC's Hypothetical Growth since 2025-03-31

Goepper Burkhardt LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Goepper Burkhardt LLC's Holdings Heat Map

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Goepper Burkhardt LLC's Holdings Bubble Chart

Goepper Burkhardt LLC News

  • 1

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