$115 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 45 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,454 | -100.0% | -0.12% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -1,567 | -100.0% | -0.13% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,694 | -100.0% | -0.13% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,018 | -100.0% | -0.13% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,493 | -100.0% | -0.14% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,851 | -100.0% | -0.14% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,915 | -100.0% | -0.14% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,357 | -100.0% | -0.17% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -227 | -100.0% | -0.17% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -9,309 | -100.0% | -0.18% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -5,505 | -100.0% | -0.20% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -9,284 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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.