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Portfolio (Quarterly) Guide ↗

Goepper Burkhardt LLC

· CIK 0001844142
13F Portfolio $299M AUM 97 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 36 Added 34 Reduced 9 Exited
Page 1 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 1,400,063.0 $40.8M 13.63% +25K +1.8% $29.13 +20.0%
2 SCHB SCHWAB STRATEGIC TR 1,138,014.0 $28.6M 9.54% -12K -1.0% $25.10 +16.0%
3 VIG VANGUARD SPECIALIZED FUNDS 115,851.0 $24.9M 8.32% +599.0 +0.5% $215.06 +8.8%
4 IVV ISHARES TR 25,796.0 $16.9M 5.63% +2K +9.1% $653.21 +16.0%
5 SCHV SCHWAB STRATEGIC TR 421,949.0 $12.9M 4.30% -4K -0.9% $30.50 +10.0%
6 BSCS INVESCO EXCH TRD SLF IDX FD 620,564.0 $12.7M 4.24% +42K +7.3% $20.42 -0.2%
7 BSCR INVESCO EXCH TRD SLF IDX FD 640,877.0 $12.6M 4.20% +63K +10.8% $19.62 +0.1%
8 BSCT INVESCO EXCH TRD SLF IDX FD 663,826.0 $12.4M 4.14% +36K +5.7% $18.66 -0.3%
9 BSCQ INVESCO EXCH TRD SLF IDX FD 612,857.0 $12.0M 4.00% +58K +10.5% $19.53 -0.0%
10 BSCU INVESCO EXCH TRD SLF IDX FD 617,619.0 $10.3M 3.45% +34K +5.9% $16.72 -0.3%
11 AAPL APPLE INC Technology 35,529.0 $9.0M 3.01% -3K -8.2% $253.79 +22.4%
12 BSCV INVESCO EXCH TRD SLF IDX FD 516,873.0 $8.5M 2.84% +21K +4.3% $16.46 -0.3%
13 SCHD SCHWAB STRATEGIC TR 221,159.0 $6.8M 2.27% -16K -6.6% $30.68 +6.3%
14 VGT VANGUARD WORLD FD 9,033.0 $6.3M 2.11% +281.0 +3.2% $697.72 -82.9%
15 BSCW INVESCO EXCH TRD SLF IDX FD 283,072.0 $5.8M 1.95% +14K +5.1% $20.59 -0.3%
16 VOE VANGUARD INDEX FDS 26,051.0 $4.8M 1.60% -4K -13.0% $184.28 +5.7%
17 MSFT MICROSOFT CORP Technology 12,314.0 $4.6M 1.52% -133.0 -1.1% $370.18 +15.6%
18 VOT VANGUARD INDEX FDS 17,595.0 $4.5M 1.51% -2K -10.8% $257.35 +15.9%
19 MOAT VANECK ETF TRUST 43,009.0 $4.2M 1.39% -1K -2.6% $96.70 +6.6%
20 NVDA NVIDIA CORPORATION Technology 18,962.0 $3.3M 1.10% +2K +11.7% $174.40 +22.9%
Page 1 of 5  ·  97 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Healthcare 11.1%
Financial Services 10.3%
Consumer Defensive 9.3%
Industrials 7.6%
Consumer Cyclical 6.3%
Communication Services 5.2%
Real Estate 4.7%
Energy 4.1%
Utilities 2.6%