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Portfolio (Quarterly) Guide ↗

Goepper Burkhardt LLC

· CIK 0001844142
13F Portfolio $333M AUM 99 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 47 Reduced 5 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 114,546.0 $27.1M 8.14% -1K -1.1% $236.62 +2.3%
2 SCHV SCHWAB STRATEGIC TR 412,923.0 $14.4M 4.32% -9K -2.1% $34.81 -0.9%
3 BSCQ INVESCO EXCH TRD SLF IDX FD 570,339.0 $11.1M 3.34% -43K -6.9% $19.52 -0.0%
4 AAPL APPLE INC Technology 34,583.0 $10.0M 3.00% -946.0 -2.7% $289.36 +9.5%
5 SCHD SCHWAB STRATEGIC TR 212,738.0 $6.7M 2.02% -8K -3.8% $31.71 +10.0%
6 VOT VANGUARD INDEX FDS 16,215.0 $5.0M 1.49% -1K -7.8% $306.30 -1.4%
7 VOE VANGUARD INDEX FDS 23,226.0 $4.6M 1.38% -3K -10.8% $197.60 +4.5%
8 MSFT MICROSOFT CORP Technology 10,896.0 $4.1M 1.22% -1K -11.5% $373.01 +36.0%
9 BERKSHIRE HATHAWAY INC DEL 5,303.0 $2.7M 0.80% -149.0 -2.7% $500.41
10 MOAT VANECK ETF TRUST 25,352.0 $2.6M 0.79% -18K -41.0% $103.96 +10.1%
11 VBR VANGUARD INDEX FDS 10,153.0 $2.5M 0.74% -1K -12.6% $242.99 +0.9%
12 GOOGL ALPHABET INC Communication Services 5,143.0 $1.8M 0.55% -75.0 -1.4% $357.37 -5.0%
13 CAT CATERPILLAR INC Industrials 1,447.0 $1.5M 0.46% -20.0 -1.4% $1065.14 -25.1%
14 HOMETRUST BANCSHARES INC 25,599.0 $1.3M 0.38% -3K -10.5% $49.89
15 VEA VANGUARD TAX-MANAGED FDS 17,056.0 $1.2M 0.36% -2K -11.2% $71.25 +2.3%
16 AFL AFLAC INC Financial Services 9,916.0 $1.2M 0.35% -150.0 -1.5% $117.25 -1.2%
17 JNJ JOHNSON & JOHNSON Healthcare 4,377.0 $1.1M 0.33% -560.0 -11.3% $253.97 +4.7%
18 VHT VANGUARD WORLD FD 3,486.0 $1.0M 0.31% -114.0 -3.2% $299.01 +7.0%
19 AMZN AMAZON COM INC Consumer Cyclical 4,362.0 $1.0M 0.31% -80.0 -1.8% $238.35 +9.0%
20 UNH UNITEDHEALTH GROUP INC Healthcare 2,257.0 $938K 0.28% -347.0 -13.3% $415.63 -6.3%
Page 1 of 3  ·  47 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 41.1%
Financial Services 10.9%
Healthcare 10.5%
Industrials 8.1%
Consumer Defensive 7.0%
Consumer Cyclical 6.3%
Communication Services 5.0%
Real Estate 5.0%
Energy 2.8%
Utilities 2.7%