$114 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 48 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 111.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T Inc | $0 | – | -7 | -100.0% | 0.00% | – |
| XRX | Exit | Xerox | $0 | – | -50 | -100.0% | -0.00% | – |
| CNDT | Exit | Conduent | $0 | – | -40 | -100.0% | -0.00% | – |
| Exit | Comcast | $0 | – | -48 | -100.0% | -0.00% | – | |
| VZ | Exit | Verizon Communications | $0 | – | -50 | -100.0% | -0.00% | – |
| HES | Exit | Hess | $0 | – | -231 | -100.0% | -0.01% | – |
| PDM | Exit | Piedmont Office Realty Trustreit | $0 | – | -664 | -100.0% | -0.01% | – |
| DDAIF | Exit | Daimler AGsponsored adr | $0 | – | -370 | -100.0% | -0.03% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,356 | -100.0% | -0.20% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -3,011 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 20.6% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 28.6% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 13.8% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 18.8% |
| ISHARES TR | 24 | Q3 2023 | 14.4% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 15.3% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 8.0% |
| PAYCHEX INC | 24 | Q3 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 6.1% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 1.6% |
View COOPER/HAIMS ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-21 |
View COOPER/HAIMS ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.