StockDriftsStockDriftsTop 50 Goepper Burkhardt LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 13.63% | 1.40M | $40.8M | +1.84%(+25.35K) | $17.37(+99.73%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 9.54% | 1.14M | $28.6M | -1.01%(-11.59K) | $15.19(+89.53%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.33% | 115.9K | $24.9M | +0.52%(+599) | $145.00(+59.23%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.63% | 25.8K | $16.9M | +9.11%(+2.15K) | $578.54(+29.91%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.3% | 421.9K | $12.9M | -0.86%(-3.66K) | $19.41(+69.89%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4.23% | 620.6K | $12.7M | +7.34%(+42.46K) | $20.06(+1.77%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.2% | 640.9K | $12.6M | +10.82%(+62.58K) | $19.51(+0.80%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 4.14% | 663.8K | $12.4M | +5.66%(+35.58K) | $18.38(+1.40%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 4% | 612.9K | $12.0M | +10.50%(+58.26K) | $19.91(-1.77%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.45% | 617.6K | $10.3M | +5.88%(+34.30K) | $16.56(+0.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.10% | +48.53% |
| Top 20 Holdings Unweighted | +10.77% | +35.91% |
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