$164 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 52 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -1,567 | -100.0% | -0.13% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,018 | -100.0% | -0.14% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,116 | -100.0% | -0.16% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -9,691 | -100.0% | -0.18% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -497 | -100.0% | -0.58% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,507 | -100.0% | -1.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 20.6% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 28.6% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 13.8% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 18.8% |
| ISHARES TR | 27 | Q2 2024 | 14.4% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 15.3% |
| PAYCHEX INC | 27 | Q2 2024 | 6.9% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 8.0% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 6.1% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 1.6% |
View COOPER/HAIMS ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 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 |
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.