COOPER/HAIMS ADVISORS, LLC

Est. AUM

$212.5M

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$34.8M	1055311	16.36%	SOLE
2	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$23.4M	283390	10.99%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$18.3M	27962	8.60%	SOLE
4	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$15.2M	323589	7.17%	SOLE
5	ISHARES TR	GLOBAL REIT ETF	$14.8M	589225	6.97%	SOLE
6	SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.8M	421757	5.09%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.5M	197599	4.47%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.1M	161873	3.80%	SOLE
9	PAYCHEX INC	COM	$7.2M	78596	3.41%	SOLE
10	APPLE INC	COM	$5.8M	22974	2.74%	SOLE
11	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4.1M	152889	1.91%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.9M	6473	1.82%	SOLE
13	SCHWAB STRATEGIC TR	US AGGREGATE B	$3.4M	144528	1.58%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4345	1.33%	SOLE
15	AMAZON COM INC	COM	$2.5M	11806	1.16%	SOLE
16	MICROSOFT CORP	COM	$2.4M	6552	1.14%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	68517	0.94%	SOLE
18	NVIDIA CORPORATION	COM	$2.0M	11432	0.94%	SOLE
19	AMERICAN CENTY ETF TR	US EQT ETF	$1.6M	14074	0.74%	SOLE
20	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	48278	0.66%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	6086	0.62%	SOLE
22	JPMORGAN CHASE & CO	COM	$1.3M	4314	0.60%	SOLE
23	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	49798	0.58%	SOLE
24	CHEVRON CORPORATION	COM	$1.2M	5723	0.56%	SOLE
25	CATERPILLAR INC	COM	$1.2M	1627	0.54%	SOLE
26	BROADSTONE NET LEASE INC	COM	$1.1M	62395	0.54%	SOLE
27	EXXON MOBIL CORP	COM	$1.1M	6657	0.53%	SOLE
28	CORNING INC	COM	$1.0M	7362	0.47%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$998K	7006	0.47%	SOLE
30	ALPHABET INC	CAP STK CL A	$944K	3284	0.44%	SOLE
31	ALPHABET INC	CAP STK CL C	$913K	3181	0.43%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$899K	3623	0.42%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$810K	1691	0.38%	SOLE
34	ETFS GOLD TR	PHYSCL GOLD SHS	$759K	17002	0.36%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$734K	2804	0.35%	SOLE
36	SCHWAB STRATEGIC TR	US MID-CAP ETF	$729K	23558	0.34%	SOLE
37	ISHARES TR	MSCI EMG MKT ETF	$709K	12489	0.33%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$697K	2877	0.33%	SOLE
39	META PLATFORMS INC	CL A	$673K	1176	0.32%	SOLE
40	ABBVIE INC	COM	$600K	2761	0.28%	SOLE
41	JOHNSON & JOHNSON	COM	$586K	2398	0.28%	SOLE
42	ISHARES GOLD TR	ISHARES NEW	$577K	6548	0.27%	SOLE
43	AMERICAN CENTY ETF TR	INTL EQT ETF	$574K	6769	0.27%	SOLE
44	VISA INC	COM CL A	$558K	1847	0.26%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$533K	923	0.25%	SOLE
46	PEPSICO INC	COM	$511K	3293	0.24%	SOLE
47	WALMART INC	COM	$475K	3821	0.22%	SOLE
48	BROADCOM INC	COM	$472K	1526	0.22%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$466K	8620	0.22%	SOLE
50	PROCTER & GAMBLE CO	COM	$452K	3131	0.21%	SOLE

1–50 of 103

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.