Goepper Burkhardt LLC: 13F holdings
CIK 18441422026Q2
| Positions | 99 |
|---|---|
| Reported value | $333.1m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 1,412,525 | $47.8m | 14.4% |
| SCHB SCHWAB STRATEGIC TR | 1,160,559 | $33.6m | 10.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 114,546 | $27.1m | 8.1% |
| IVV ISHARES TR | 26,800 | $20.1m | 6.0% |
| SCHV SCHWAB STRATEGIC TR | 412,923 | $14.4m | 4.3% |
| INVESCO EXCH TRD SLF IDX FD | 743,819 | $13.8m | 4.1% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 666,697 | $13.6m | 4.1% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 673,502 | $13.2m | 4.0% |
| INVESCO EXCH TRD SLF IDX FD | 693,597 | $11.5m | 3.5% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 570,339 | $11.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844142")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.