Goepper Burkhardt LLC: summary

Goepper Burkhardt LLC reported 102 positions with a reported value of $344.15M in its 13F for Q3 2026. Compared with Q2 2026: 6 new positions, 3 exited.

Top positions

• SCHWAB U.S. LARGE-CAP GROWTH ETF
• SCHWAB U.S. BROAD MARKET ETF
• VANGUARD DIVIDEND APPRECIATION ETF
• ISHARES CORE S&P 500 ETF
• INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
• INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
• INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
• SCHWAB U.S. LARGE-CAP VALUE ETF
• INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
• APPLE INC COM