Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 14.1% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 13.2% |
VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 12.3% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 8.6% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 5.9% |
VANGUARD WORLD FDS | 15 | Q2 2024 | 5.6% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 5.1% |
APPLE INC | 15 | Q2 2024 | 5.0% |
INVESCO EXCH TRD SLF IDX FD | 15 | Q2 2024 | 4.3% |
INVESCO EXCH TRD SLF IDX FD | 15 | Q2 2024 | 4.0% |
View Goepper Burkhardt LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-16 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
13F-HR/A | 2022-08-26 |
13F-HR | 2022-07-25 |
View Goepper Burkhardt LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.