Notify me when Goepper Burkhardt LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 102 | $293,387,595 | +$14,143,228 | -$8,371,372 | +$5,771,856 | SCHG, SCHB, VIG, IVV, SCHV | 13F-HR | 14 Nov 2025, 12:23 |
| Q2 2025 | 97 | $271,453,927 | +$15,352,368 | -$7,859,819 | +$7,492,549 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Aug 2025, 13:35 |
| Q1 2025 | 97 | $250,100,000 | +$16,652,497 | -$5,592,594 | +$11,059,903 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 06 May 2025, 13:22 |
| Q4 2024 | 82 | $246,224,327 | +$70,803,780 | -$7,580,475 | +$63,223,305 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Feb 2025, 14:38 |
| Q3 2024 | 82 | $242,485,467 | +$12,504,456 | -$4,708,077 | +$7,796,379 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 12 Nov 2024, 15:32 |
| Q2 2024 | 79 | $220,849,781 | +$5,295,365 | -$2,701,544 | +$2,593,821 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 13 Aug 2024, 16:57 |
| Q1 2024 | 81 | $214,739,712 | +$14,316,668 | -$5,535,437 | +$8,781,231 | SCHG, SCHB, VIG, SCHV, SCHD | 13F-HR | 13 May 2024, 15:55 |
| Q4 2023 | 79 | $198,485,904 | +$23,699,431 | -$7,902,076 | +$15,797,355 | SCHG, VIG, SCHB, SCHV, SCHD | 13F-HR | 12 Feb 2024, 10:45 |
| Q3 2023 | 67 | $163,900,140 | +$5,852,564 | -$1,870,931 | +$3,981,633 | SCHG, VIG, SCHB, SCHV, VHT | 13F-HR | 13 Nov 2023, 12:26 |
| Q2 2023 | 67 | $164,274,114 | +$4,714,741 | -$626,622 | +$4,088,119 | SCHG, VIG, SCHB, SCHV, AAPL | 13F-HR | 16 Aug 2023, 11:34 |
| Q1 2023 | 65 | $152,841,191 | +$6,680,806 | -$2,487,216 | +$4,193,590 | SCHG, VIG, SCHB, SCHV, VHT | 13F-HR | 12 May 2023, 11:36 |
| Q4 2022 | 64 | $142,882,761 | +$9,636,290 | -$9,805,471 | -$169,181 | VIG, SCHB, SCHG, SCHV, VHT | 13F-HR | 15 Feb 2023, 09:20 |
| Q3 2022 | 57 | $134,482,000 | +$2,515,401 | -$3,973,496 | -$1,458,095 | SCHB, SCHG, VIG, SCHV, VHT | 13F-HR | 14 Nov 2022, 10:18 |
| Q2 2022 | 62 | $141,942,000 | +$2,608,621 | -$3,900,278 | -$1,291,657 | SCHB, VIG, SCHG, SCHV, VHT | Restatement | 26 Aug 2022, 13:49 |
| Q1 2022 | 67 | $164,767,000 | +$27,082,241 | -$1,940,698 | +$25,141,543 | SCHG, SCHB, VIG, SCHV, VOT | Restatement | 22 Apr 2022, 09:49 |
| Q4 2021 | 68 | $168,304,000 | +$5,701,776 | -$6,331,543 | -$629,767 | SCHG, SCHB, VIG, SCHV, VOT | 13F-HR | 21 Jan 2022, 13:40 |
| Q3 2021 | 63 | $156,858,000 | +$973,567 | -$2,026,774 | -$1,053,207 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 28 Oct 2021, 16:13 |
| Q2 2021 | 64 | $158,384,000 | +$4,632,644 | -$2,046,009 | +$2,586,635 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 28 Jul 2021, 16:41 |
| Q1 2021 | 63 | $147,122,000 | +$7,286,539 | -$2,595,963 | +$4,690,576 | SCHB, VIG, SCHG, SCHV, VOT | 13F-HR | 11 May 2021, 17:02 |
| Q4 2020 | 59 | $137,545,000 | $0 | $0 | $0 | SCHB, SCHG, VIG, SCHV, VOT | 13F-HR | 08 Feb 2021, 13:56 |