0001654033-20-000003.txt : 20200513 0001654033-20-000003.hdr.sgml : 20200513 20200512184434 ACCESSION NUMBER: 0001654033-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200513 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: 20870556 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 03-31-2020 03-31-2020 COOPER/HAIMS ADVISORS, LLC
1501 PITTSFORD - VICTOR ROAD SUITE 101 VICTOR NY 14564
13F HOLDINGS REPORT 028-18443 N
Jared Haims Chief Marketing Officer 585-248-6400 Jared Haims Victor NY 05-12-2020 0 45 114896 false
INFORMATION TABLE 2 13FUpload03312020.xml SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 16076 777009 SH SOLE 0 0 777009 SPDR S&P 500 ETF TR TR UNIT 78462F103 1037 4022 SH SOLE 0 0 4022 DISNEY WALT CO COM DISNEY 254687106 450 4660 SH SOLE 0 0 4660 ABBOTT LABS COM 002824100 293 3716 SH SOLE 0 0 3716 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 506 3396 SH SOLE 0 0 3396 PEPSICO INC COM 713448108 417 3475 SH SOLE 0 0 3475 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11616 268381 SH SOLE 0 0 268381 AMAZON COM INC COM 023135106 589 302 SH SOLE 0 0 302 APPLE INC COM 037833100 1982 7796 SH SOLE 0 0 7796 PAYCHEX INC COM 704326107 230 3660 SH SOLE 0 0 3660 MERCK & CO. INC COM 58933Y105 212 2749 SH SOLE 0 0 2749 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2565 49785 SH SOLE 0 0 49785 REALTY INCOME CORP COM 756109104 284 5697 SH SOLE 0 0 5697 INTEL CORP COM 458140100 349 6453 SH SOLE 0 0 6453 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 21598 397974 SH SOLE 0 0 397974 AMBEV SA SPONSORED ADR 02319V103 38 16430 SH SOLE 0 0 16430 PROCTER & GAMBLE CO COM 742718109 203 1849 SH SOLE 0 0 1849 ABBVIE INC COM 00287Y109 405 5318 SH SOLE 0 0 5318 CHEVRON CORP NEW COM 166764100 527 7267 SH SOLE 0 0 7267 WELBILT INC COM 949090104 314 61199 SH SOLE 0 0 61199 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1684 21142 SH SOLE 0 0 21142 VISA INC COM CL A 92826C839 261 1621 SH SOLE 0 0 1621 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 737 7129 SH SOLE 0 0 7129 CONSTELLATION BRANDS INC CL A 21036P108 203 1415 SH SOLE 0 0 1415 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8384 324465 SH SOLE 0 0 324465 FACEBOOK INC CL A 30303M102 375 2248 SH SOLE 0 0 2248 GRAHAM CORP COM 384556106 260 20126 SH SOLE 0 0 20126 COCA COLA CO COM 191216100 360 8134 SH SOLE 0 0 8134 INTERNATIONAL BUSINESS MACHS COM 459200101 314 2835 SH SOLE 0 0 2835 B & G FOODS INC NEW COM 05508R106 744 41120 SH SOLE 0 0 41120 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1087 4590 SH SOLE 0 0 4590 ISHARES TR DOW JONES US ETF 464287846 264 2089 SH SOLE 0 0 2089 MICROSOFT CORP COM 594918104 1038 6581 SH SOLE 0 0 6581 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26877 438804 SH SOLE 0 0 438804 ISHARES TR RUSSELL 2000 ETF 464287655 443 3875 SH SOLE 0 0 3875 GANNETT CO INC COM 36472T109 971 656370 SH SOLE 0 0 656370 HONEYWELL INTL INC COM 438516106 316 2359 SH SOLE 0 0 2359 LIVONGO HEALTH INC COM 539183103 228 8000 SH SOLE 0 0 8000 ISHARES TR MSCI EAFE ETF 464287465 333 6222 SH SOLE 0 0 6222 ISHARES TR CORE S&P500 ETF 464287200 8016 31022 SH SOLE 0 0 31022 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1201 21348 SH SOLE 0 0 21348 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 482 11435 SH SOLE 0 0 11435 KEYCORP COM 493267108 179 17272 SH SOLE 0 0 17272 JOHNSON & JOHNSON COM 478160104 448 3417 SH SOLE 0 0 3417