Universe · entity
COOPER/HAIMS ADVISORS, LLC
Institutional manager (13F) · CIK 1654033
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $198M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $35M | 1,055,311 |
| 2 | VANGUARD INTL EQUITY INDEX F | $23M | 283,390 |
| 3 | ISHARES TR | $18M | 27,962 |
| 4 | J P MORGAN EXCHANGE TRADED F | $15M | 323,589 |
| 5 | ISHARES TR | $15M | 589,225 |
| 6 | SCHWAB STRATEGIC TR | $11M | 421,757 |
| 7 | VANGUARD CHARLOTTE FDS | $9M | 197,599 |
| 8 | VANGUARD MUN BD FDS | $8M | 161,873 |
| 9 | PAYCHEX INC | $7M | 78,596 |
| 10 | APPLE INC | $6M | 22,974 |
| 11 | DIMENSIONAL ETF TRUST | $4M | 152,889 |
| 12 | VANGUARD INDEX FDS | $4M | 6,473 |
| 13 | SCHWAB STRATEGIC TR | $3M | 144,528 |
| 14 | STATE STR SPDR S&P 500 ETF T | $3M | 4,345 |
| 15 | AMAZON COM INC | $2M | 11,806 |
| 16 | MICROSOFT CORP | $2M | 6,552 |
| 17 | SCHWAB STRATEGIC TR | $2M | 68,517 |
| 18 | NVIDIA CORPORATION | $2M | 11,432 |
| 19 | AMERICAN CENTY ETF TR | $2M | 14,074 |
| 20 | SCHWAB STRATEGIC TR | $1M | 48,278 |
| 21 | VANGUARD SPECIALIZED FUNDS | $1M | 6,086 |
| 22 | JPMORGAN CHASE & CO | $1M | 4,314 |
| 23 | SCHWAB STRATEGIC TR | $1M | 49,798 |
| 24 | CHEVRON CORPORATION | $1M | 5,723 |
| 25 | CATERPILLAR INC | $1M | 1,627 |
| 26 | BROADSTONE NET LEASE INC | $1M | 62,395 |
| 27 | EXXON MOBIL CORP | $1M | 6,657 |
| 28 | CORNING INC | $1M | 7,362 |
| 29 | ISHARES TR | $998k | 7,006 |
| 30 | ALPHABET INC | $944k | 3,284 |
| 31 | ALPHABET INC | $913k | 3,181 |
| 32 | ISHARES TR | $899k | 3,623 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $810k | 1,691 |
| 34 | ETFS GOLD TR | $759k | 17,002 |
| 35 | VANGUARD INDEX FDS | $734k | 2,804 |
| 36 | SCHWAB STRATEGIC TR | $729k | 23,558 |
| 37 | ISHARES TR | $709k | 12,489 |
| 38 | INTERNATIONAL BUSINESS MACHS | $697k | 2,877 |
| 39 | META PLATFORMS INC | $673k | 1,176 |
| 40 | ABBVIE INC | $600k | 2,761 |
| 41 | JOHNSON & JOHNSON | $586k | 2,398 |
| 42 | ISHARES GOLD TR | $577k | 6,548 |
| 43 | AMERICAN CENTY ETF TR | $574k | 6,769 |
| 44 | VISA INC | $558k | 1,847 |
| 45 | INVESCO QQQ TR | $533k | 923 |
| 46 | PEPSICO INC | $511k | 3,293 |
| 47 | WALMART INC | $475k | 3,821 |
| 48 | BROADCOM INC | $472k | 1,526 |
| 49 | VANGUARD INTL EQUITY INDEX F | $466k | 8,620 |
| 50 | PROCTER & GAMBLE CO | $452k | 3,131 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.