$130 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 69 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $387,000 | – | 1,233 | +100.0% | 0.30% | – |
| COST | New | COSTCO WHSL CORP NEW | $339,000 | – | 900 | +100.0% | 0.26% | – |
| WMT | New | WALMART INC | $330,000 | – | 2,290 | +100.0% | 0.25% | – |
| CIIC | New | CIIG MERGER CORP | $317,000 | – | 11,263 | +100.0% | 0.24% | – |
| JPM | New | JPMORGAN CHASE & CO | $294,000 | – | 2,314 | +100.0% | 0.22% | – |
| BA | New | BOEING CO | $254,000 | – | 1,187 | +100.0% | 0.20% | – |
| CGC | New | CANOPY GROWTH CORP | $244,000 | – | 9,904 | +100.0% | 0.19% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $233,000 | – | 133 | +100.0% | 0.18% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $209,000 | – | 2,464 | +100.0% | 0.16% | – |
| MDT | New | MEDTRONIC PLC | $203,000 | – | 1,731 | +100.0% | 0.16% | – |
| F | New | FORD MTR CO DEL | $194,000 | – | 22,085 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-10-21 |
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.