$152 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 88 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITCI | New | INTRA-CELLULAR THERAPIES INC | $2,495,000 | – | 61,116 | +100.0% | 1.64% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $334,000 | – | 1,231 | +100.0% | 0.22% | – |
| AGG | New | ISHARES TRcore us aggbd et | $319,000 | – | 2,762 | +100.0% | 0.21% | – |
| PYPL | New | PAYPAL HLDGS INC | $314,000 | – | 1,078 | +100.0% | 0.21% | – |
| EMN | New | EASTMAN CHEM CO | $289,000 | – | 2,477 | +100.0% | 0.19% | – |
| GLW | New | CORNING INC | $282,000 | – | 6,893 | +100.0% | 0.18% | – |
| SYK | New | STRYKER CORPORATION | $273,000 | – | 1,053 | +100.0% | 0.18% | – |
| XOM | New | EXXON MOBIL CORP | $224,000 | – | 3,558 | +100.0% | 0.15% | – |
| BLK | New | BLACKROCK INC | $206,000 | – | 235 | +100.0% | 0.14% | – |
| MMM | New | 3M CO | $202,000 | – | 1,018 | +100.0% | 0.13% | – |
| QCOM | New | QUALCOMM INC | $203,000 | – | 1,423 | +100.0% | 0.13% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $192,000 | – | 10,000 | +100.0% | 0.13% | – |
| PBI | New | PITNEY BOWES INC | $104,000 | – | 11,804 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-04
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.