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
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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
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284
5697
SH
SOLE
0
0
5697
INTEL CORP
COM
458140100
349
6453
SH
SOLE
0
0
6453
SCHWAB STRATEGIC TR
US AGGREGATE B
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21598
397974
SH
SOLE
0
0
397974
AMBEV SA
SPONSORED ADR
02319V103
38
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SOLE
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16430
PROCTER & GAMBLE CO
COM
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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
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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