Long-term investor
Goepper Burkhardt LLC @goepperburkhardtllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844142).
Record
- Tracked since 2025-12-31 (257 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 14.4% · long · since 2025-12-31
- SCHB · 10.1% · long · since 2025-12-31
- VIG · 8.1% · long · since 2025-12-31
- IVV · 6.0% · long · since 2025-12-31
- SCHV · 4.3% · long · since 2025-12-31
- BSCT · 4.1% · long · since 2025-12-31
- BSCS · 4.1% · long · since 2025-12-31
- BSCR · 4.0% · long · since 2025-12-31
- BSCU · 3.5% · long · since 2025-12-31
- BSCQ · 3.3% · long · since 2025-12-31
- AAPL · 3.0% · long · since 2025-12-31
- BSCV · 2.9% · long · since 2025-12-31