0001214659-19-006940.txt : 20191107 0001214659-19-006940.hdr.sgml : 20191107 20191107153118 ACCESSION NUMBER: 0001214659-19-006940 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191107 DATE AS OF CHANGE: 20191107 EFFECTIVENESS DATE: 20191107 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: 191200050 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 09-30-2019 09-30-2019 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 11-07-2019 0 52 163805 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 9982 33439 SH SOLE 0 0 33439 ISHARES TR RUSSELL 2000 ETF 464287655 586 3873 SH SOLE 0 0 3873 ISHARES TR DOW JONES US ETF 464287846 342 2321 SH SOLE 0 0 2321 SPDR S&P 500 ETF TR TR UNIT 78462F103 1274 4294 SH SOLE 0 0 4294 AMAZON COM INC COM 000000000 854 492 SH SOLE 0 0 492 REALTY INCOME CORP COM 756109104 437 5697 SH SOLE 0 0 5697 ABBOTT LABS COM 000000000 261 3116 SH SOLE 0 0 3116 INTEL CORP COM 458140100 333 6453 SH SOLE 0 0 6453 KEYCORP NEW COM 493267108 308 17254 SH SOLE 0 0 17254 DISNEY WALT CO COM DISNEY 254687106 249 1914 SH SOLE 0 0 1914 HONEYWELL INTL INC COM 438516106 384 2269 SH SOLE 0 0 2269 JOHNSON & JOHNSON COM 478160104 401 3097 SH SOLE 0 0 3097 ISHARES TR MSCI EAFE ETF 464287465 3375 51755 SH SOLE 0 0 51755 CHEVRON CORP NEW COM 166764100 845 7128 SH SOLE 0 0 7128 MICROSOFT CORP COM 594918104 911 6556 SH SOLE 0 0 6556 INTERNATIONAL BUSINESS MACHS COM 459200101 451 3101 SH SOLE 0 0 3101 COCA COLA CO COM 191216100 402 7381 SH SOLE 0 0 7381 PEPSICO INC COM 713448108 451 3288 SH SOLE 0 0 3288 VANGUARD GROUP DIV APP ETF 921908844 810 6770 SH SOLE 0 0 6770 BANK AMER CORP COM 000000000 282 9684 SH SOLE 0 0 9684 STARBUCKS CORP COM 855244109 238 2694 SH SOLE 0 0 2694 EXXON MOBIL CORP COM 30231G102 294 4158 SH SOLE 0 0 4158 PROCTER & GAMBLE CO COM 742718109 242 1949 SH SOLE 0 0 1949 JPMORGAN CHASE & CO COM 46625H100 218 1851 SH SOLE 0 0 1851 CONSTELLATION BRANDS INC CL A 21036P108 308 1485 SH SOLE 0 0 1485 APPLE INC COM 000000000 1844 8233 SH SOLE 0 0 8233 PAYCHEX INC COM 704326107 303 3657 SH SOLE 0 0 3657 SUNTRUST BKS INC COM 867914103 236 3426 SH SOLE 0 0 3426 AIR PRODS & CHEMS INC COM 000000000 226 1018 SH SOLE 0 0 1018 ALPHABET INC CAP STK CL A 02079K305 277 227 SH SOLE 0 0 227 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 236 2528 SH SOLE 0 0 2528 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 13105 244454 SH SOLE 0 0 244454 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 245 4915 SH SOLE 0 0 4915 GRAHAM CORP COM 384556106 400 20126 SH SOLE 0 0 20126 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 383 9325 SH SOLE 0 0 9325 B & G FOODS INC NEW COM 05508R106 778 41120 SH SOLE 0 0 41120 VISA INC COM CL A 92826C839 244 1420 SH SOLE 0 0 1420 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 24974 783880 SH SOLE 0 0 783880 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 42479 598890 SH SOLE 0 0 598890 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3975 57001 SH SOLE 0 0 57001 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2157 25670 SH SOLE 0 0 25670 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 19972 794763 SH SOLE 0 0 794763 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 891 3269 SH SOLE 0 0 3269 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 546 3374 SH SOLE 0 0 3374 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 685 12107 SH SOLE 0 0 12107 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23129 429506 SH SOLE 0 0 429506 FACEBOOK INC CL A 30303M102 371 2086 SH SOLE 0 0 2086 ISHARES TR CORE MSCI EAFE 46432F842 353 5777 SH SOLE 0 0 5777 ABBVIE INC COM 00287Y109 365 4818 SH SOLE 0 0 4818 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 446 7588 SH SOLE 0 0 7588 AMBEV SA SPONSORED ADR 02319V103 85 18499 SH SOLE 0 0 18499 WELBILT INC COM 949090104 862 51108 SH SOLE 0 0 51108