0001654033-18-000002.txt : 20180502 0001654033-18-000002.hdr.sgml : 20180502 20180502163921 ACCESSION NUMBER: 0001654033-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180502 DATE AS OF CHANGE: 20180502 EFFECTIVENESS DATE: 20180502 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: 18800232 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 03-31-2018 03-31-2018 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 05-02-2018 0 48 113503 false INFORMATION TABLE 2 cooper1q18.xml ISHARES TR CORE S&P500 ETF 464287200 13127 49467 SH SOLE 0 0 49467 ISHARES TR RUSSELL 2000 ETF 464287655 671 4418 SH SOLE 0 0 4418 ISHARES TR RUSSELL 3000 ETF 464287689 230 1468 SH SOLE 0 0 1468 ISHARES TR DOW JONES US ETF 464287846 281 2130 SH SOLE 0 0 2130 SPDR S&P 500 ETF TR TR UNIT 78462F103 898 3413 SH SOLE 0 0 3413 AMAZON COM INC COM 023135106 424 293 SH SOLE 0 0 293 REALTY INCOME CORP COM 756109104 295 5697 SH SOLE 0 0 5697 INTEL CORP COM 458140100 320 6145 SH SOLE 0 0 6145 KEYCORP NEW COM 493267108 389 19882 SH SOLE 0 0 19882 HONEYWELL INTL INC COM 438516106 331 2293 SH SOLE 0 0 2293 JOHNSON & JOHNSON COM 478160104 358 2794 SH SOLE 0 0 2794 ISHARES TR MSCI EAFE ETF 464287465 279 4004 SH SOLE 0 0 4004 CHEVRON CORP NEW COM 166764100 899 7884 SH SOLE 0 0 7884 MICROSOFT CORP COM 594918104 514 5632 SH SOLE 0 0 5632 CITIGROUP INC COM NEW 172967424 208 3083 SH SOLE 0 0 3083 INTERNATIONAL BUSINESS MACHS COM 459200101 512 3337 SH SOLE 0 0 3337 COCA COLA CO COM 191216100 335 7711 SH SOLE 0 0 7711 PEPSICO INC COM 713448108 413 3788 SH SOLE 0 0 3788 VANGUARD GROUP DIV APP ETF 921908844 878 8691 SH SOLE 0 0 8691 BANK AMER CORP COM 060505104 325 10822 SH SOLE 0 0 10822 EXXON MOBIL CORP COM 30231G102 386 5168 SH SOLE 0 0 5168 JPMORGAN CHASE & CO COM 46625H100 227 2068 SH SOLE 0 0 2068 3M CO COM 88579Y101 399 1816 SH SOLE 0 0 1816 CONSTELLATION BRANDS INC CL A 21036P108 416 1824 SH SOLE 0 0 1824 APPLE INC COM 037833100 1956 11658 SH SOLE 0 0 11658 CATERPILLAR INC DEL COM 149123101 430 2917 SH SOLE 0 0 2917 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 289 6153 SH SOLE 0 0 6153 PAYCHEX INC COM 704326107 269 4370 SH SOLE 0 0 4370 SUNTRUST BKS INC COM 867914103 243 3569 SH SOLE 0 0 3569 AIR PRODS & CHEMS INC COM 009158106 320 2011 SH SOLE 0 0 2011 TOMPKINS FINANCIAL CORPORATI COM 890110109 378 4985 SH SOLE 0 0 4985 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11702 201240 SH SOLE 0 0 201240 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 295 5429 SH SOLE 0 0 5429 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 257 3210 SH SOLE 0 0 3210 GRAHAM CORP COM 384556106 385 17977 SH SOLE 0 0 17977 B & G FOODS INC NEW COM 05508R106 742 31298 SH SOLE 0 0 31298 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14429 428039 SH SOLE 0 0 428039 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6728 106658 SH SOLE 0 0 106658 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9116 131870 SH SOLE 0 0 131870 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6913 96401 SH SOLE 0 0 96401 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 16622 579165 SH SOLE 0 0 579165 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1026 19401 SH SOLE 0 0 19401 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17020 333601 SH SOLE 0 0 333601 FACEBOOK INC CL A 30303M102 270 1689 SH SOLE 0 0 1689 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 365 9562 SH SOLE 0 0 9562 ABBVIE INC COM 00287Y109 501 5295 SH SOLE 0 0 5295 AMBEV SA SPONSORED ADR 02319V103 125 17160 SH SOLE 0 0 17160 APPLE INC COM 037833100 7 600 SH Call SOLE 0 0 600