# EDGAR Filing Document

**Accession Number:** 0001844142
**File Stem:** 0001844142-23-000001
**Filing Date:** 2023-2
**Character Count:** 9903
**Document Hash:** 4e4011db17d77d608525748ccccf6aaf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001844142-23-000001.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001844142-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230215

**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:** 23633836

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Goepper Burkhardt LLC<br>**Address:** 531 SOUTH MAIN STREET<br>SUITE 303<br>GREENVILLE, SC 29601

**Form 13F File Number:** 028-20604

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** J Bland Burkhardt III<br>**Title:** President<br>**Phone:** (864) 370-3244

**Signature, Place, and Date of Signing:**

J Bland Burkhardt III  Greenville, SC  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $142882761

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 1302042 | 18099 | SH |  | SOLE |  | 0 | 0 | 18099 |
| ABBOTT LABS | COM | 002824100 |  | 481262 | 4383 | SH |  | SOLE |  | 0 | 0 | 4383 |
| ABBVIE INC | COM | 00287Y109 |  | 566666 | 3506 | SH |  | SOLE |  | 0 | 0 | 3506 |
| AMAZON COM INC | COM | 023135106 |  | 225693 | 2687 | SH |  | SOLE |  | 0 | 0 | 2687 |
| AMGEN INC | COM | 031162100 |  | 520815 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| APPLE INC | COM | 037833100 |  | 5514600 | 42443 | SH |  | SOLE |  | 0 | 0 | 42443 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1844818 | 5972 | SH |  | SOLE |  | 0 | 0 | 5972 |
| CVS HEALTH CORP | COM | 126650100 |  | 227197 | 2438 | SH |  | SOLE |  | 0 | 0 | 2438 |
| CATERPILLAR INC | COM | 149123101 |  | 517450 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| COCA COLA CO | COM | 191216100 |  | 1630133 | 25627 | SH |  | SOLE |  | 0 | 0 | 25627 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 320360 | 4066 | SH |  | SOLE |  | 0 | 0 | 4066 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 224908 | 1906 | SH |  | SOLE |  | 0 | 0 | 1906 |
| DISNEY WALT CO | COM | 254687106 |  | 273676 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 480398 | 4665 | SH |  | SOLE |  | 0 | 0 | 4665 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 237582 | 9850 | SH |  | SOLE |  | 0 | 0 | 9850 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 480643 | 4358 | SH |  | SOLE |  | 0 | 0 | 4358 |
| HEXCEL CORP NEW | COM | 428291108 |  | 445377 | 7568 | SH |  | SOLE |  | 0 | 0 | 7568 |
| HOME DEPOT INC | COM | 437076102 |  | 1150678 | 3643 | SH |  | SOLE |  | 0 | 0 | 3643 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 205522 | 772 | SH |  | SOLE |  | 0 | 0 | 772 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 229262 | 864 | SH |  | SOLE |  | 0 | 0 | 864 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 1057249 | 53900 | SH |  | SOLE |  | 0 | 0 | 53900 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 2513988 | 132350 | SH |  | SOLE |  | 0 | 0 | 132350 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 4460906 | 235715 | SH |  | SOLE |  | 0 | 0 | 235715 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 5200913 | 258238 | SH |  | SOLE |  | 0 | 0 | 258238 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 5338929 | 260625 | SH |  | SOLE |  | 0 | 0 | 260625 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 5274414 | 251402 | SH |  | SOLE |  | 0 | 0 | 251402 |
| ISHARES TR | CORE S ETF | 464287200 |  | 872541 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 225815 | 9500 | SH |  | SOLE |  | 0 | 0 | 9500 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 294464 | 2196 | SH |  | SOLE |  | 0 | 0 | 2196 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1302495 | 7373 | SH |  | SOLE |  | 0 | 0 | 7373 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 298228 | 1202 | SH |  | SOLE |  | 0 | 0 | 1202 |
| LOWES COS INC | COM | 548661107 |  | 269372 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| MCDONALDS CORP | COM | 580135101 |  | 312020 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| MERCK  CO INC | COM | 58933Y105 |  | 387353 | 3491 | SH |  | SOLE |  | 0 | 0 | 3491 |
| MICROSOFT CORP | COM | 594918104 |  | 1758655 | 7333 | SH |  | SOLE |  | 0 | 0 | 7333 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 386232 | 4620 | SH |  | SOLE |  | 0 | 0 | 4620 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 201942 | 370 | SH |  | SOLE |  | 0 | 0 | 370 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 204120 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 297402 | 1022 | SH |  | SOLE |  | 0 | 0 | 1022 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 241436 | 3390 | SH |  | SOLE |  | 0 | 0 | 3390 |
| PEPSICO INC | COM | 713448108 |  | 1056510 | 5848 | SH |  | SOLE |  | 0 | 0 | 5848 |
| PFIZER INC | COM | 717081103 |  | 389544 | 7602 | SH |  | SOLE |  | 0 | 0 | 7602 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 815897 | 5383 | SH |  | SOLE |  | 0 | 0 | 5383 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 430999 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 15271381 | 340803 | SH |  | SOLE |  | 0 | 0 | 340803 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 285800 | 6330 | SH |  | SOLE |  | 0 | 0 | 6330 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 14989210 | 269784 | SH |  | SOLE |  | 0 | 0 | 269784 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 11731754 | 177700 | SH |  | SOLE |  | 0 | 0 | 177700 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 910011 | 13870 | SH |  | SOLE |  | 0 | 0 | 13870 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 203603 | 5026 | SH |  | SOLE |  | 0 | 0 | 5026 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 6152489 | 81447 | SH |  | SOLE |  | 0 | 0 | 81447 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 291812 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| STRYKER CORPORATION | COM | 863667101 |  | 476756 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| SYSCO CORP | COM | 871829107 |  | 299684 | 3920 | SH |  | SOLE |  | 0 | 0 | 3920 |
| TESLA INC | COM | 88160R101 |  | 213840 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 256072 | 5951 | SH |  | SOLE |  | 0 | 0 | 5951 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1897514 | 3579 | SH |  | SOLE |  | 0 | 0 | 3579 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 228348 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 15969873 | 105169 | SH |  | SOLE |  | 0 | 0 | 105169 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 7967581 | 32121 | SH |  | SOLE |  | 0 | 0 | 32121 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 7265087 | 53720 | SH |  | SOLE |  | 0 | 0 | 53720 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 6471849 | 36003 | SH |  | SOLE |  | 0 | 0 | 36003 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1190004 | 5934 | SH |  | SOLE |  | 0 | 0 | 5934 |
| WALMART INC | COM | 931142103 |  | 339587 | 2395 | SH |  | SOLE |  | 0 | 0 | 2395 |

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