Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goepper Burkhardt LLC (CIK 1844142) reported $299.3M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($40.8M, 13.63%), SCHB ($28.6M, 9.54%), VIG ($24.9M, 8.33%), IVV ($16.9M, 5.63%), SCHV ($12.9M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $40.8M | 13.63% | 1.4M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $28.6M | 9.54% | 1.1M | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $24.9M | 8.33% | 115,851 | Added |
| 4 | IVV | ISHARES TR | $16.9M | 5.63% | 25,796 | Added |
| 5 | SCHV | SCHWAB STRATEGIC TR | $12.9M | 4.30% | 421,949 | Trimmed |
| 6 | BSCS | INVESCO EXCH TRD SLF IDX FD | $12.7M | 4.23% | 620,564 | Added |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | $12.6M | 4.20% | 640,877 | Added |
| 8 | BSCT | INVESCO EXCH TRD SLF IDX FD | $12.4M | 4.14% | 663,826 | Added |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $12.0M | 4.00% | 612,857 | Added |
| 10 | BSCU | INVESCO EXCH TRD SLF IDX FD | $10.3M | 3.45% | 617,619 | Added |
| 11 | AAPL | APPLE INC | $9.0M | 3.01% | 35,529 | Trimmed |
| 12 | BSCV | INVESCO EXCH TRD SLF IDX FD | $8.5M | 2.84% | 516,873 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.8M | 2.27% | 221,159 | Trimmed |
| 14 | VGT | VANGUARD WORLD FD | $6.3M | 2.11% | 9,033 | Added |
| 15 | BSCW | INVESCO EXCH TRD SLF IDX FD | $5.8M | 1.95% | 283,072 | Added |
| 16 | VOE | VANGUARD INDEX FDS | $4.8M | 1.60% | 26,051 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $4.6M | 1.52% | 12,314 | Trimmed |
| 18 | VOT | VANGUARD INDEX FDS | $4.5M | 1.51% | 17,595 | Trimmed |
| 19 | MOAT | VANECK ETF TRUST | $4.2M | 1.39% | 43,009 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $3.3M | 1.10% | 18,962 | Added |
| 21 | IGRO | ISHARES TR | $3.1M | 1.03% | 36,677 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.87% | 5,452 | Trimmed |
| 23 | VBR | VANGUARD INDEX FDS | $2.5M | 0.84% | 11,620 | Trimmed |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $2.4M | 0.79% | 33,097 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $2.3M | 0.78% | 17,653 | Added |
Source: SEC Form 13F filings · as of 2026-03-31