Goepper Burkhardt LLC - Portfolio overview

Goepper Burkhardt LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 13.11%
2. SCHB - SCHWAB STRATEGIC TR, 9.18%
3. VIG - VANGUARD SPECIALIZED FUNDS, 8.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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