$182 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 56 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $2,376,000 | – | 8,092 | +100.0% | 1.31% | – |
| GCI | New | GANNETT CO INC NEW | $1,105,000 | – | 173,145 | +100.0% | 0.61% | – |
| AMZN | New | AMAZON COM INC | $647,000 | – | 350 | +100.0% | 0.36% | – |
| BAC | New | BANK AMER CORP | $328,000 | – | 9,309 | +100.0% | 0.18% | – |
| ABT | New | ABBOTT LABS | $323,000 | – | 3,716 | +100.0% | 0.18% | – |
| TFC | New | TRUIST FINL CORP | $253,000 | – | 4,493 | +100.0% | 0.14% | – |
| MRK | New | MERCK & CO INC | $250,000 | – | 2,749 | +100.0% | 0.14% | – |
| APD | New | AIR PRODS & CHEMS INC | $239,000 | – | 1,018 | +100.0% | 0.13% | – |
| CAT | New | CATERPILLAR INC DEL | $231,000 | – | 1,567 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
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.