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  Name: Goepper Burkhardt LLC
  City: GREENVILLE
  State: SC
  Zip: 29601
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $200,940,000
  Total Value Change : $37,039,000
  Securities Held Change : 12
   
All Securities Held : 79
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 30
  Unchanged Positions : 11
  Decreased Positions : 24

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 10 New $188.19 $5,864,000 32,859 2.92% 5,864,000 32,859 0.027    Closed - End Fund - E...
   (O)1 Year Chart         O Realty Income Corp 25 New $55.01 $1,166,000 22,094 0.58% 1,166,000 22,094 0.004    REIT - Retail
   (VMC)1 Year Chart         VMC Vulcan Materials Co 32 New $272.07 $801,000 3,338 0.4% 801,000 3,338 0.003    General Building Mate...
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 38 New $53.88 $642,000 7,510 0.32% 642,000 7,510 0.012    N/A
   (AVSC)1 Year Chart         AVSC Avantis Us Small Cap Equity... 41 New $0.00 $584,000 11,715 0.29% 584,000 11,715 0.013    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 48 New $297.47 $448,000 1,189 0.22% 448,000 1,189 0    Networking & Communic...
   (BSCV)1 Year Chart         BSCV Invesco Bulletshares 2031 C... 65 New $0.00 $262,000 16,300 0.13% 262,000 16,300 0.155    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 67 New $218.71 $250,000 1,335 0.12% 250,000 1,335 0    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 72 New $760.00 $231,000 312 0.11% 231,000 312 0    Drug Manufacturers - ...
   (FAST)1 Year Chart         FAST Fastenal Co 74 New $67.88 $210,000 3,000 0.1% 210,000 3,000 0.001    Home Improvement Stores
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 75 New $55.82 $206,000 2,695 0.1% 206,000 2,695 0    Drug Stores
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 76 New $478.74 $204,000 442 0.1% 204,000 442 0    Closed - End Fund - E...
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 77 New $0.00 $202,000 2,250 0.1% 202,000 2,250 0.006    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 79 New $40.40 $200,000 5,041 0.1% 200,000 5,041 0    Telecom Services - Do...
      14 Records Found
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