0001844142-21-000001.txt : 20210208 0001844142-21-000001.hdr.sgml : 20210208 20210208135617 ACCESSION NUMBER: 0001844142-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Goepper Burkhardt LLC CENTRAL INDEX KEY: 0001844142 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: 21600705 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 13F-HR LIVE false false false 0001844142 XXXXXXXX 12-31-2020 12-31-2020 Goepper Burkhardt LLC
531 SOUTH MAIN STREET SUITE 303 GREENVILLE SC 29601
13F HOLDINGS REPORT 028-20604 N
John Bland Burkhardt III Managing Partner 8643703244 John Bland Burkhardt III Greenville SC 02-08-2021 0 59 137839 false
INFORMATION TABLE 2 gbinitial13ffiling12312020.xml INITIAL GOEPPER BURKHARDT 13F FILING 12312020 AFLAC INC COM 001055102 682 15331 SH SOLE 0 0 15331 ABBOTT LABS COM 002824100 422 3850 SH SOLE 0 0 3850 ABBVIE INC COM 00287Y109 306 2858 SH SOLE 0 0 2858 AMAZON COM INC COM 023135106 296 91 SH SOLE 0 0 91 AMGEN INC COM 031162100 294 12 SH SOLE 0 0 12 APPLE INC COM 037833100 4384 33038 SH SOLE 0 0 33038 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1040 4484 SH SOLE 0 0 4484 CATERPILLAR INC COM 149123101 411 2260 SH SOLE 0 0 2260 COCA COLA CO COM 191216100 1130 20600 SH SOLE 0 0 20600 COLGATE PALMOLIVE CO COM 194162103 425 4966 SH SOLE 0 0 4966 DISNEY WALT CO COM 254687106 423 2336 SH SOLE 0 0 2336 DUKE ENERGY CORP NEW COM NEW 26441C204 551 6015 SH SOLE 0 0 6015 ENBRIDGE INC COM 29250N105 225 7040 SH SOLE 0 0 7040 FACEBOOK INC CL A 30303M102 273 1000 SH SOLE 0 0 1000 HEXCEL CORP NEW COM 428291108 604 12461 SH SOLE 0 0 12461 HOME DEPOT INC COM 437076102 713 2684 SH SOLE 0 0 2684 INTUITIVE SURGICAL INC COM NEW 46120E602 236 288 SH SOLE 0 0 288 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 5216 245918 SH SOLE 0 0 245918 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 786 35100 SH SOLE 0 0 35100 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1905 86875 SH SOLE 0 0 86875 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 3884 171625 SH SOLE 0 0 171625 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 5052 225630 SH SOLE 0 0 225630 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 5312 242543 SH SOLE 0 0 242543 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 5512 253421 SH SOLE 0 0 253421 ISHARES TR CORE S&P500 ETF 464287200 1127 3001 SH SOLE 0 0 3001 JPMORGAN CHASE & CO COM 46625H100 209 1648 SH SOLE 0 0 1648 JOHNSON & JOHNSON COM 478160104 878 5581 SH SOLE 0 0 5581 LAUDER ESTEE COS INC CL A 518439104 320 1202 SH SOLE 0 0 1202 MERCK & CO. INC COM 58933Y105 283 3458 SH SOLE 0 0 3458 MICROSOFT CORP COM 594918104 1322 5945 SH SOLE 0 0 5945 NEXTERA ENERGY INC COM 65339F101 272 3520 SH SOLE 0 0 3520 NOVARTIS AG SPONSORED ADR 66987V109 231 2450 SH SOLE 0 0 2450 PARKER-HANNIFIN CORP COM 701094104 272 1000 SH SOLE 0 0 1000 PAYPAL HLDGS INC COM 70450Y103 794 3390 SH SOLE 0 0 3390 PEPSICO INC COM 713448108 871 5876 SH SOLE 0 0 5876 PFIZER INC COM 717081103 253 6874 SH SOLE 0 0 6874 PROCTER AND GAMBLE CO COM 742718109 704 5056 SH SOLE 0 0 5056 SPDR S&P 500 ETF TR TR UNIT 78462F103 460 1230 SH SOLE 0 0 1230 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 328 780 SH SOLE 0 0 780 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 18228 200328 SH SOLE 0 0 200328 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 372 4090 SH SOLE 0 0 4090 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 17142 133491 SH SOLE 0 0 133491 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9851 165483 SH SOLE 0 0 165483 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1863 27330 SH SOLE 0 0 27330 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 418 4696 SH SOLE 0 0 4696 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 965 15040 SH SOLE 0 0 15040 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 661 18367 SH SOLE 0 0 18367 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 344 2645 SH SOLE 0 0 2645 STRYKER CORPORATION COM 863667101 478 1950 SH SOLE 0 0 1950 SYSCO CORP COM 871829107 353 4755 SH SOLE 0 0 4755 TESLA INC COM 88160R101 353 500 SH SOLE 0 0 500 TRUIST FINL CORP COM 89832Q109 261 5451 SH SOLE 0 0 5451 UNITEDHEALTH GROUP INC COM 91324P102 1237 3527 SH SOLE 0 0 3527 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16953 120092 SH SOLE 0 0 120092 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 6352 28392 SH SOLE 0 0 28392 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4862 40869 SH SOLE 0 0 40869 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7579 35737 SH SOLE 0 0 35737 VANGUARD INDEX FDS SML CP GRW ETF 922908595 881 3291 SH SOLE 0 0 3291 WALMART INC COM 931142103 280 1942 SH SOLE 0 0 1942