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COOPER/HAIMS ADVISORS, LLC 13F holdings

Filed 2026-08-14 · COOPER/HAIMS ADVISORS, LLC · 116 positions · $232.4M

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TickerCompanySharesValue% of portfolio
SCHESCHWAB STRATEGIC TR992.9K$36.0M15.5%
VGKVANGUARD INTL EQUITY INDEX F285.8K$25.3M10.9%
IVVISHARES TR27.9K$20.9M9.0%
REETISHARES TR600.3K$16.6M7.1%
JCPBJ P MORGAN EXCHANGE TRADED F322.0K$15.1M6.5%
SCHXSCHWAB STRATEGIC TR414.1K$12.2M5.2%
BNDXVANGUARD CHARLOTTE FDS200.0K$9.7M4.2%
VTEBVANGUARD MUN BD FDS147.2K$7.4M3.2%
AAPLAPPLE INC22.2K$6.4M2.8%
PAYXPAYCHEX INC61.6K$6.1M2.6%
VOOVANGUARD INDEX FDS7.0K$4.8M2.1%
DFGRDIMENSIONAL ETF TRUST154.3K$4.5M1.9%
SCHZSCHWAB STRATEGIC TR144.7K$3.3M1.4%
SPYSTATE STR SPDR S&P 500 ETF T4.3K$3.2M1.4%
NVDANVIDIA CORPORATION12.9K$2.6M1.1%
AMZNAMAZON COM INC10.6K$2.5M1.1%
MSFTMICROSOFT CORP6.4K$2.4M1.0%
SCHGSCHWAB STRATEGIC TR66.5K$2.3M1.0%
GLWCORNING INC8.2K$2.1M0.9%
AVUSAMERICAN CENTY ETF TR14.1K$1.8M0.8%
CATCATERPILLAR INC1.6K$1.8M0.8%
SCHASCHWAB STRATEGIC TR48.1K$1.7M0.7%
VIGVANGUARD SPECIALIZED FUNDS6.1K$1.4M0.6%
SCHFSCHWAB STRATEGIC TR48.8K$1.4M0.6%
BNLBROADSTONE NET LEASE INC62.7K$1.3M0.6%
GOOGLALPHABET INC3.5K$1.3M0.5%
JPMJPMORGAN CHASE & CO3.6K$1.2M0.5%
ITOTISHARES TR7.0K$1.2M0.5%
IWMISHARES TR3.6K$1.1M0.5%
GOOGALPHABET INC2.8K$995,6840.4%
CVXCHEVRON CORPORATION5.7K$952,2910.4%
INTCINTEL CORP6.6K$922,0530.4%
EXMOCEXXON MOBIL CORP6.6K$898,9340.4%
HYHYSTER-YALE INC25.6K$897,9220.4%
BRK-BBERKSHIRE HATHAWAY INC DEL1.8K$884,1890.4%
SCHMSCHWAB STRATEGIC TR23.5K$868,2220.4%
VBVANGUARD INDEX FDS2.8K$850,1910.4%
EEMISHARES TR12.2K$834,0610.4%
QQQINVESCO QQQ TR1.0K$767,5840.3%
METAMETA PLATFORMS INC1.3K$758,9530.3%
ABBVABBVIE INC2.8K$711,5190.3%
VVISA INC2.0K$683,5320.3%
SGOLETFS GOLD TR17.0K$649,9860.3%
IBMINTERNATIONAL BUSINESS MACHS2.3K$645,4570.3%
AVGOBROADCOM INC1.7K$629,7090.3%
AVDEAMERICAN CENTY ETF TR6.9K$611,7970.3%
MUMICRON TECHNOLOGY INC528$609,4650.3%
AMDADVANCED MICRO DEVICES INC895$519,9140.2%
VWOVANGUARD INTL EQUITY INDEX F8.6K$513,2300.2%
IWFISHARES TR4.0K$500,4980.2%
JNJJOHNSON & JOHNSON2.0K$496,8880.2%
IAUISHARES GOLD TR6.5K$494,4390.2%
BACBANK OF AMER CORP8.6K$492,4290.2%
SCHVSCHWAB STRATEGIC TR14.0K$488,3860.2%
KOCOCA COLA CO5.8K$475,0030.2%
PGPROCTER & GAMBLE CO3.2K$468,9570.2%
—IREN LIMITED10.0K$457,8940.2%
VTIVANGUARD INDEX FDS1.2K$454,0390.2%
PEPPEPSICO INC3.3K$445,9370.2%
BGSB & G FOODS INC110.9K$441,3460.2%
Top Fund Holdings
13F
Top Fund Holdings

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