0001654033-18-000001.txt : 20180213 0001654033-18-000001.hdr.sgml : 20180213 20180213162605 ACCESSION NUMBER: 0001654033-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 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: 18603779 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 12-31-2017 12-31-2017 COOPER/HAIMS ADVISORS, LLC

1501 PITTSFORD - VICTOR ROAD SUITE 101 VICTOR NY 14564

13F HOLDINGS REPORT 028-18443 N Jared Haims (585) 248-6400 Jared Haims Victor NY 02-13-2017 0 56 108055 false INFORMATION TABLE 2 cooper4q17.xml ISHARES TR CORE S&P500 ETF 464287200 13779 51251 SH SOLE 0 0 51251 ISHARES TR RUSSELL 2000 ETF 464287655 674 4418 SH SOLE 0 0 4418 ISHARES TR RUSSELL 3000 ETF 464287689 232 1468 SH SOLE 0 0 1468 ISHARES TR DOW JONES US ETF 464287846 288 2153 SH SOLE 0 0 2153 SPDR S&P 500 ETF TR TR UNIT 78462F103 909 3405 SH SOLE 0 0 3405 AMAZON COM INC COM 023135106 350 299 SH SOLE 0 0 299 REALTY INCOME CORP COM 756109104 324 5689 SH SOLE 0 0 5689 INTEL CORP COM 458140100 284 6145 SH SOLE 0 0 6145 KEYCORP NEW COM 493267108 401 19882 SH SOLE 0 0 19882 HONEYWELL INTL INC COM 438516106 352 2293 SH SOLE 0 0 2293 JOHNSON & JOHNSON COM 478160104 383 2742 SH SOLE 0 0 2742 ISHARES TR MSCI EAFE ETF 464287465 282 4004 SH SOLE 0 0 4004 CHEVRON CORP NEW COM 166764100 976 7796 SH SOLE 0 0 7796 MICROSOFT CORP COM 594918104 478 5585 SH SOLE 0 0 5585 CITIGROUP INC COM NEW 172967424 230 3087 SH SOLE 0 0 3087 INTERNATIONAL BUSINESS MACHS COM 459200101 472 3078 SH SOLE 0 0 3078 COCA COLA CO COM 191216100 358 7803 SH SOLE 0 0 7803 PEPSICO INC COM 713448108 454 3788 SH SOLE 0 0 3788 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 887 8691 SH SOLE 0 0 8691 BANK AMER CORP COM 060505104 290 9822 SH SOLE 0 0 9822 EXXON MOBIL CORP COM 30231G102 432 5165 SH SOLE 0 0 5165 PROCTER AND GAMBLE CO COM 742718109 216 2356 SH SOLE 0 0 2356 JPMORGAN CHASE & CO COM 46625H100 228 2134 SH SOLE 0 0 2134 3M CO COM 88579Y101 427 1813 SH SOLE 0 0 1813 CONSTELLATION BRANDS INC CL A 21036P108 417 1824 SH SOLE 0 0 1824 APPLE INC COM 037833100 2025 11964 SH SOLE 0 0 11964 CATERPILLAR INC DEL COM 149123101 460 2917 SH SOLE 0 0 2917 SUNTRUST BKS INC COM 867914103 231 3569 SH SOLE 0 0 3569 AIR PRODS & CHEMS INC COM 009158106 330 2011 SH SOLE 0 0 2011 VANGUARD INDEX FDS REIT ETF 922908553 250 3011 SH SOLE 0 0 3011 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11426 193165 SH SOLE 0 0 193165 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 297 5429 SH SOLE 0 0 5429 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 260 3184 SH SOLE 0 0 3184 GRAHAM CORP COM 384556106 376 17977 SH SOLE 0 0 17977 B & G FOODS INC NEW COM 05508R106 913 25965 SH SOLE 0 0 25965 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13812 405387 SH SOLE 0 0 405387 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5535 86780 SH SOLE 0 0 86780 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8480 121597 SH SOLE 0 0 121597 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5225 73893 SH SOLE 0 0 73893 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 15602 558412 SH SOLE 0 0 558412 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2110 39602 SH SOLE 0 0 39602 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 15122 290579 SH SOLE 0 0 290579 FACEBOOK INC CL A 30303M102 305 1729 SH SOLE 0 0 1729 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 365 9539 SH SOLE 0 0 9539 ABBVIE INC COM 00287Y109 512 5295 SH SOLE 0 0 5295 AMBEV SA SPONSORED ADR 02319V103 111 17160 SH SOLE 0 0 17160 Microsoft Corp COM 594918104 107 1255 SH SOLE 0 0 1255 Daimler AG SPONSORED ADR D1668R123 32 370 SH SOLE 0 0 370 Paychex COM 704326107 16 231 SH SOLE 0 0 231 Piedmont Office Realty Trust REIT 720190206 12 664 SH SOLE 0 0 664 Hess COM 42809H107 11 231 SH SOLE 0 0 231 Verizon Communications COM 92343V104 3 50 SH SOLE 0 0 50 Comcast COM 02030N101 2 48 SH SOLE 0 0 48 Xerox COM 984121608 1 50 SH SOLE 0 0 50 Conduent COM 206787103 1 40 SH SOLE 0 0 40 AT&T Inc COM 00206R102 0 7 SH SOLE 0 0 7