0001214659-19-004771.txt : 20190726 0001214659-19-004771.hdr.sgml : 20190726 20190726125243 ACCESSION NUMBER: 0001214659-19-004771 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190726 DATE AS OF CHANGE: 20190726 EFFECTIVENESS DATE: 20190726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COOPER/HAIMS ADVISORS, LLC CENTRAL INDEX KEY: 0001654033 IRS NUMBER: 270036535 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18443 FILM NUMBER: 19977036 BUSINESS ADDRESS: STREET 1: 1501 PITTSFORD - VICTOR ROAD STREET 2: SUITE 101 CITY: VICTOR STATE: NY ZIP: 14564 BUSINESS PHONE: (585)248-6400 MAIL ADDRESS: STREET 1: 1501 PITTSFORD - VICTOR ROAD STREET 2: SUITE 101 CITY: VICTOR STATE: NY ZIP: 14564 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001654033 XXXXXXXX 06-30-2019 06-30-2019 false COOPER/HAIMS ADVISORS, LLC

1501 PITTSFORD - VICTOR ROAD SUITE 101 VICTOR NY 14564

13F HOLDINGS REPORT 028-18443 N Jared Haims 585-248-6400 /s/ Jared Haims Victor NY 07-25-2019 0 53 160928 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 10150 34437 SH SOLE 0 0 34437 ISHARES TR RUSSELL 2000 ETF 464287655 602 3873 SH SOLE 0 0 3873 ISHARES TR DOW JONES US ETF 464287846 339 2321 SH SOLE 0 0 2321 SPDR S&P 500 ETF TR TR UNIT 78462F103 1298 4431 SH SOLE 0 0 4431 AMAZON COM INC COM 023135106 941 497 SH SOLE 0 0 497 REALTY INCOME CORP COM 756109104 393 5697 SH SOLE 0 0 5697 ABBOTT LABS COM 002824100 262 3116 SH SOLE 0 0 3116 INTEL CORP COM 458140100 309 6453 SH SOLE 0 0 6453 KEYCORP NEW COM 493267108 353 19888 SH SOLE 0 0 19888 DISNEY WALT CO COM DISNEY 254687106 265 1899 SH SOLE 0 0 1899 HONEYWELL INTL INC COM 438516106 396 2269 SH SOLE 0 0 2269 JOHNSON & JOHNSON COM 478160104 432 3100 SH SOLE 0 0 3100 ISHARES TR MSCI EAFE ETF 464287465 3408 51849 SH SOLE 0 0 51849 CHEVRON CORP NEW COM 166764100 887 7128 SH SOLE 0 0 7128 MICROSOFT CORP COM 594918104 709 5293 SH SOLE 0 0 5293 INTERNATIONAL BUSINESS MACHS COM 459200101 426 3088 SH SOLE 0 0 3088 COCA COLA CO COM 191216100 391 7680 SH SOLE 0 0 7680 PEPSICO INC COM 713448108 431 3288 SH SOLE 0 0 3288 VANGUARD GROUP DIV APP ETF 921908844 820 7120 SH SOLE 0 0 7120 BANK AMER CORP COM 060505104 281 9691 SH SOLE 0 0 9691 STARBUCKS CORP COM 855244109 226 2694 SH SOLE 0 0 2694 EXXON MOBIL CORP COM 30231G102 324 4234 SH SOLE 0 0 4234 PROCTER AND GAMBLE CO COM 742718109 225 2049 SH SOLE 0 0 2049 JPMORGAN CHASE & CO COM 46625H100 207 1851 SH SOLE 0 0 1851 CONSTELLATION BRANDS INC CL A 21036P108 292 1485 SH SOLE 0 0 1485 APPLE INC COM 037833100 1684 8507 SH SOLE 0 0 8507 CATERPILLAR INC DEL COM 149123101 214 1567 SH SOLE 0 0 1567 PAYCHEX INC COM 704326107 282 3425 SH SOLE 0 0 3425 SUNTRUST BKS INC COM 867914103 219 3492 SH SOLE 0 0 3492 AIR PRODS & CHEMS INC COM 009158106 230 1018 SH SOLE 0 0 1018 ALPHABET INC CAP STK CL A 02079K305 246 227 SH SOLE 0 0 227 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 222 2538 SH SOLE 0 0 2538 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 13042 237563 SH SOLE 0 0 237563 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 278 5453 SH SOLE 0 0 5453 GRAHAM CORP COM 384556106 363 17977 SH SOLE 0 0 17977 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 389 9323 SH SOLE 0 0 9323 B & G FOODS INC NEW COM 05508R106 855 41120 SH SOLE 0 0 41120 VISA INC COM CL A 92826C839 246 1420 SH SOLE 0 0 1420 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 24315 757714 SH SOLE 0 0 757714 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 39724 565946 SH SOLE 0 0 565946 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4198 58729 SH SOLE 0 0 58729 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2325 27944 SH SOLE 0 0 27944 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 20133 767263 SH SOLE 0 0 767263 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 883 3281 SH SOLE 0 0 3281 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 546 3387 SH SOLE 0 0 3387 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 695 12176 SH SOLE 0 0 12176 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23363 440818 SH SOLE 0 0 440818 FACEBOOK INC CL A 30303M102 401 2080 SH SOLE 0 0 2080 ISHARES TR CORE MSCI EAFE 46432F842 355 5777 SH SOLE 0 0 5777 ABBVIE INC COM 00287Y109 350 4818 SH SOLE 0 0 4818 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 290 5063 SH SOLE 0 0 5063 AMBEV SA SPONSORED ADR 02319V103 85 18291 SH SOLE 0 0 18291 WELBILT INC COM 949090104 628 37612 SH SOLE 0 0 37612