COOPER/HAIMS ADVISORS, LLC

CIK 0001654033 • 6 13F filings • May 9, 2025 – Aug 14, 2026

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Filer information

Filed by: COOPER/HAIMS ADVISORS, LLC, Managing Director - Cooper Haims
Address: 50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564
Phone: 5852486400
AUM: $220.0M

AUM over time

$232.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $220.0M99 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$422K	0.2%Prev: 0.2%	3,366 SH	Decreased-250 SH
ABBVIE INC	COM	$621K	0.3%Prev: 0.3%	2,718 SH	Decreased-216 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$494K	0.2%Prev: 0.3%	3,371 SH	Decreased+165 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.5%Prev: 0.4%	3,506 SH	Increased+42 SH
ALPHABET INC	CAP STK CL C	$892K	0.4%Prev: 0.3%	2,842 SH	Increased+480 SH
AMAZON COM INC	COM	$2.5M	1.1%Prev: 1.0%	10,691 SH	Increased+990 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$557K	0.3%Prev: 0.2%	6,761 SH	Increased+77 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.6M	0.7%Prev: 0.7%	14,044 SH	Increased+41 SH
APPLE INC	COM	$6.2M	2.8%Prev: 2.7%	22,764 SH	Increased-144 SH
B & G FOODS INC NEW	COM	$361K	0.2%Prev: 0.2%	83,976 SH	Decreased-18,795 SH
BANK AMERICA CORP	COM	$483K	0.2%Prev: 0.2%	8,787 SH	Increased-321 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$875K	0.4%Prev: 0.4%	1,741 SH	Increased+37 SH
BROADCOM INC	COM	$432K	0.2%Prev: 0.2%	1,247 SH	Decreased-168 SH
BROADSTONE NET LEASE INC	COM	$1.1M	0.5%Prev: 0.6%	62,107 SH	Decreased-6,993 SH
CATERPILLAR INC	COM	$904K	0.4%Prev: 0.4%	1,579 SH	Increased-22 SH
CHEVRON CORP NEW	COM	$897K	0.4%Prev: 0.5%	5,884 SH	Decreased-372 SH
COCA COLA CO	COM	$404K	0.2%Prev: 0.2%	5,781 SH	Increased-146 SH
CONSTELLATION BRANDS INC	CL A	$460K	0.2%Prev: 0.2%	3,335 SH	Increased+675 SH
CORNING INC	COM	$643K	0.3%Prev: 0.3%	7,342 SH	Increased+180 SH
COSTCO WHSL CORP NEW	COM	$261K	0.1%Prev: 0.1%	303 SH	Decreased-32 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$3.9M	1.8%Prev: 1.7%	146,856 SH	Increased+10,322 SH
DISNEY WALT CO	COM	$246K	0.1%Prev: 0.1%	2,159 SH	Decreased-550 SH
EATON VANCE TAX ADVT DIV INC	COM	$230K	0.1%	9,144 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$141K	0.1%	14,746 SH	New
ELI LILLY & CO	COM	$322K	0.1%Prev: 0.1%	300 SH	Increased+19 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$397K	0.2%	9,669 SH	New
EXXON MOBIL CORP	COM	$793K	0.4%Prev: 0.3%	6,593 SH	Increased
GABELLI DIVID & INCOME TR	COM	$411K	0.2%	14,784 SH	New
GE AEROSPACE	COM NEW	$293K	0.1%Prev: 0.2%	951 SH	Decreased-146 SH
HONEYWELL INTL INC	COM	$207K	0.1%Prev: 0.1%	1,061 SH	Decreased+1 SH
INTEL CORP	COM	$237K	0.1%Prev: 0.1%	6,419 SH	Increased+356 SH
INTERNATIONAL BUSINESS MACHS	COM	$852K	0.4%Prev: 0.4%	2,877 SH	Decreased-150 SH
INVESCO QQQ TR	UNIT SER 1	$581K	0.3%Prev: 0.3%	946 SH	Increased+23 SH
ISHARES GOLD TR	ISHARES NEW	$532K	0.2%Prev: 0.2%	6,548 SH	Increased
ISHARES TR	CORE MSCI EURO	$201K	0.1%	2,834 SH	New
ISHARES TR	CORE MSCI TOTAL	$266K	0.1%	3,148 SH	New
ISHARES TR	CORE S&P TTL STK	$975K	0.4%	6,556 SH	New
ISHARES TR	CORE S&P500 ETF	$19.4M	8.8%Prev: 8.3%	35,792 SH	Increased+9,329 SH
ISHARES TR	DOW JONES US ETF	$339K	0.2%Prev: 0.2%	2,044 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$14.0M	6.4%Prev: 6.4%	562,760 SH	Increased+27,926 SH
ISHARES TR	IBDS DEC28 ETF	$209K	0.1%Prev: 0.1%	8,230 SH	Decreased
ISHARES TR	IBONDS 27 ETF	$261K	0.1%Prev: 0.1%	10,729 SH	Decreased
ISHARES TR	IBONDS DEC 2032	$266K	0.1%Prev: 0.1%	10,407 SH	Decreased
ISHARES TR	IBONDS DEC 26	$256K	0.1%Prev: 0.1%	10,000 SH	Decreased
ISHARES TR	IBONDS DEC2026	$308K	0.1%Prev: 0.1%	12,706 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$232K	0.1%Prev: 0.1%	2,413 SH	Increased+2 SH
ISHARES TR	MSCI EMG MKT ETF	$727K	0.3%Prev: 0.3%	13,286 SH	Increased+1,402 SH
ISHARES TR	MSCI USA MIN VOL	$207K	0.1%Prev: 0.1%	2,194 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$477K	0.2%Prev: 0.2%	1,008 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$892K	0.4%Prev: 0.4%	3,623 SH	Increased+1 SH
ISHARES TR	S&P SML 600 GWT	$208K	0.1%Prev: 0.1%	1,472 SH	Decreased
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$15.3M	7.0%Prev: 6.8%	324,028 SH	Increased+19,844 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$358K	0.2%	7,295 SH	New
JOHNSON & JOHNSON	COM	$484K	0.2%Prev: 0.2%	2,338 SH	Increased
JONES LANG LASALLE INC	COM	$230K	0.1%Prev: 0.1%	685 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.1M	0.5%Prev: 0.5%	3,376 SH	Increased+80 SH
L3HARRIS TECHNOLOGIES INC	COM	$201K	0.1%	684 SH	New
MASTERCARD INCORPORATED	CL A	$237K	0.1%Prev: 0.1%	416 SH	Increased+10 SH
MERCK & CO INC	COM	$253K	0.1%Prev: 0.1%	2,400 SH	Increased
META PLATFORMS INC	CL A	$872K	0.4%Prev: 0.4%	1,320 SH	Decreased+93 SH
MICROSOFT CORP	COM	$3.4M	1.6%Prev: 1.7%	7,077 SH	Decreased+169 SH
NETFLIX INC	COM	$206K	0.1%Prev: 0.1%	2,195 SH	Decreased+1,947 SH
NEUBERGER NEXT GENERATION	COMMON STOCK	$192K	0.1%	13,307 SH	New
NVIDIA CORPORATION	COM	$2.1M	1.0%Prev: 0.9%	11,510 SH	Increased+651 SH
ORACLE CORP	COM	$396K	0.2%Prev: 0.3%	2,031 SH	Decreased-42 SH
PAYCHEX INC	COM	$8.8M	4.0%Prev: 4.7%	78,546 SH	Decreased
PEPSICO INC	COM	$487K	0.2%Prev: 0.2%	3,393 SH	Increased
PITNEY BOWES INC	COM	$237K	0.1%Prev: 0.1%	22,406 SH	Decreased
PROCTER AND GAMBLE CO	COM	$425K	0.2%Prev: 0.2%	2,966 SH	Decreased+19 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$38.8M	17.7%Prev: 19.4%	1,186,145 SH	Decreased-55,389 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	0.6%Prev: 0.6%	52,456 SH	Increased-530 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.4M	1.6%Prev: 1.6%	147,264 SH	Increased+940 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.4M	1.1%Prev: 1.1%	74,027 SH	Increased-643 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$434K	0.2%Prev: 0.2%	14,667 SH	Increased+1,821 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.6M	5.3%Prev: 5.4%	430,994 SH	Increased-6,805 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$703K	0.3%Prev: 0.3%	23,387 SH	Increased+12 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.6%Prev: 0.6%	48,997 SH	Increased+77 SH
SERVICENOW INC	COM	$258K	0.1%Prev: 0.1%	1,685 SH	Decreased+1,348 SH
SPDR GOLD TR	GOLD SHS	$256K	0.1%	647 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	1.4%Prev: 1.4%	4,447 SH	Increased+7 SH
STRYKER CORPORATION	COM	$277K	0.1%Prev: 0.1%	789 SH	Decreased
TJX COS INC NEW	COM	$223K	0.1%Prev: 0.1%	1,452 SH	Increased+35 SH
UNITEDHEALTH GROUP INC	COM	$217K	0.1%Prev: 0.1%	658 SH	Decreased-146 SH
USA TODAY CO INC	COM	$107K	0.0%	20,828 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$332K	0.2%Prev: 0.2%	748 SH	Increased-14 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.4M	4.3%Prev: 4.3%	194,110 SH	Increased+8,703 SH
VANGUARD INDEX FDS	GROWTH ETF	$205K	0.1%	420 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$280K	0.1%Prev: 0.1%	3,163 SH	Decreased-16 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	1.8%Prev: 1.4%	6,462 SH	Increased+1,583 SH
VANGUARD INDEX FDS	SMALL CP ETF	$723K	0.3%	2,804 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$411K	0.2%	1,227 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$305K	0.1%Prev: 0.1%	4,153 SH	Increased+1,153 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$460K	0.2%	8,549 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$23.5M	10.7%Prev: 10.2%	280,924 SH	Increased+8,106 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.4M	3.8%Prev: 3.9%	166,552 SH	Increased+589 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$397K	0.2%	1,285 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.6%Prev: 0.6%	6,086 SH	Increased
VISA INC	COM CL A	$648K	0.3%Prev: 0.2%	1,847 SH	Increased+341 SH
WALMART INC	COM	$267K	0.1%Prev: 0.1%	2,396 SH	Increased+375 SH

Sold (vs prior filing)

GANNETT CO INC — $107K
INNOVATIVE INDL PPTYS INC — $211K
KENNAMETAL INC — $3.1M
STARBUCKS CORP — $335K
TAIWAN SEMICONDUCTOR MFG LTD — $207K
TRANSOCEAN LTD — $36K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001654033-26-000001	$220.0M	View
Nov 4, 2025	Q3 2025	13F-HR	0001654033-25-000010	$214.0M	View
Aug 14, 2026	Q2 2026