$135 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 58 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $522,000 | – | 3,580 | +100.0% | 0.39% | – |
| VOO | New | VANGUARD INDEX FDS | $286,000 | – | 1,147 | +100.0% | 0.21% | – |
| ABT | New | ABBOTT LABS | $252,000 | – | 4,133 | +100.0% | 0.19% | – |
| F | New | FORD MTR CO DEL | $246,000 | – | 22,184 | +100.0% | 0.18% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $245,000 | – | 4,938 | +100.0% | 0.18% | – |
| SBUX | New | STARBUCKS CORP | $245,000 | – | 5,020 | +100.0% | 0.18% | – |
| V | New | VISA INC | $213,000 | – | 1,610 | +100.0% | 0.16% | – |
| UAA | New | UNDER ARMOUR INCcl a | $213,000 | – | 9,468 | +100.0% | 0.16% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $211,000 | – | 2,595 | +100.0% | 0.16% | – |
| MDT | New | MEDTRONIC PLC | $206,000 | – | 2,404 | +100.0% | 0.15% | – |
| UA | New | UNDER ARMOUR INCcl c | $202,000 | – | 9,604 | +100.0% | 0.15% | – |
| GE | New | GENERAL ELECTRIC CO | $138,000 | – | 10,167 | +100.0% | 0.10% | – |
| SBUX | New | STARBUCKS CORPcall | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-01
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.