Managing Partner and Chief Compliance Officer

0001844142-24-000002.txt : 20240513 0001844142-24-000002.hdr.sgml : 20240513 20240513155525 ACCESSION NUMBER: 0001844142-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Goepper Burkhardt LLC CENTRAL INDEX KEY: 0001844142 ORGANIZATION NAME: IRS NUMBER: 161645692 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20604 FILM NUMBER: 24938787 BUSINESS ADDRESS: STREET 1: 531 SOUTH MAIN STREET STREET 2: SUITE 303 CITY: GREENVILLE STATE: SC ZIP: 29601 BUSINESS PHONE: 8649014202 MAIL ADDRESS: STREET 1: 531 SOUTH MAIN STREET STREET 2: SUITE 303 CITY: GREENVILLE STATE: SC ZIP: 29601 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844142 XXXXXXXX 03-31-2024 03-31-2024 Goepper Burkhardt LLC

531 SOUTH MAIN STREET SUITE 303 GREENVILLE SC 29601

13F HOLDINGS REPORT 028-20604 000127896 N Bland Burkhardt Managing Partner and Chief Compliance Officer (864) 370-3244 Bland Burkhardt Greenville SC 05-13-2024 0 81 214739712 false INFORMATION TABLE 2 GB13fq12024.xml GB 13F Q2 2024 ABBOTT LABS COM 002824100 408572 3901 SH SOLE 0 0 0 3901 ABBVIE INC COM 00287Y109 586991 3652 SH SOLE 0 0 0 3652 AFLAC INC COM 001055102 894285 10389 SH SOLE 0 0 0 10389 ALPHABET INC CAP STK CL A 02079K305 925889 5490 SH SOLE 0 0 0 5490 AMAZON COM INC COM 023135106 720270 3842 SH SOLE 0 0 0 3842 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 1054779 20565 SH SOLE 0 0 0 20565 AMERICAN EXPRESS CO COM 025816109 205955 850 SH SOLE 0 0 0 850 AMGEN INC COM 031162100 624642 2014 SH SOLE 0 0 0 2014 APPLE INC COM 037833100 7366916 40245 SH SOLE 0 0 0 40245 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2277490 5527 SH SOLE 0 0 0 5527 CATERPILLAR INC COM 149123101 769894 2170 SH SOLE 0 0 0 2170 COCA COLA CO COM 191216100 1602186 25327 SH SOLE 0 0 0 25327 COLGATE 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0 0 1252 MCDONALDS CORP COM 580135101 325600 1184 SH SOLE 0 0 0 1184 MERCK & CO INC COM 58933Y105 434562 3341 SH SOLE 0 0 0 3341 META PLATFORMS INC CL A 30303M102 440561 925 SH SOLE 0 0 0 925 MICROSOFT CORP COM 594918104 3671707 8853 SH SOLE 0 0 0 8853 NEXTERA ENERGY INC COM 65339F101 595487 8070 SH SOLE 0 0 0 8070 NVIDIA CORPORATION COM 67066G104 955233 1063 SH SOLE 0 0 0 1063 PALO ALTO NETWORKS INC COM 697435105 325135 1093 SH SOLE 0 0 0 1093 PARKER-HANNIFIN CORP COM 701094104 574597 1024 SH SOLE 0 0 0 1024 PEPSICO INC COM 713448108 1036141 5763 SH SOLE 0 0 0 5763 PROCTER AND GAMBLE CO COM 742718109 891870 5345 SH SOLE 0 0 0 5345 QUALCOMM INC COM 747525103 369076 2027 SH SOLE 0 0 0 2027 REALTY INCOME CORP COM 756109104 1591539 28932 SH SOLE 0 0 0 28932 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 21784626 359423 SH SOLE 0 0 0 359423 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 390878 6330 SH SOLE 0 0 0 6330 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 236644 4927 SH SOLE 0 0 0 4927 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 28697615 308875 SH SOLE 0 0 0 308875 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13132596 175546 SH SOLE 0 0 0 175546 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1201886 15065 SH SOLE 0 0 0 15065 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9772505 123235 SH SOLE 0 0 0 123235 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 464109 2258 SH SOLE 0 0 0 2258 SPDR GOLD TR GOLD SHS 78463V107 312755 1430 SH SOLE 0 0 0 1430 SPDR S&P 500 ETF TR TR UNIT 78462F103 589591 1132 SH SOLE 0 0 0 1132 STRYKER CORPORATION COM 863667101 644631 1950 SH SOLE 0 0 0 1950 SYSCO CORP COM 871829107 252884 3320 SH SOLE 0 0 0 3320 TESLA INC COM 88160R101 277976 1650 SH SOLE 0 0 0 1650 TRANE TECHNOLOGIES PLC SHS G8994E103 345923 1042 SH SOLE 0 0 0 1042 UNITEDHEALTH GROUP INC COM 91324P102 1918935 3742 SH SOLE 0 0 0 3742 VALERO ENERGY CORP COM 91913Y100 281034 1800 SH SOLE 0 0 0 1800 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 4146150 46982 SH SOLE 0 0 0 46982 VANGUARD INDEX 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