0001654033-21-000003.txt : 20210804
0001654033-21-000003.hdr.sgml : 20210804
20210804131609
ACCESSION NUMBER: 0001654033-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210804
DATE AS OF CHANGE: 20210804
EFFECTIVENESS DATE: 20210804
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: 211143317
BUSINESS ADDRESS:
STREET 1: 50 SQUARE DRIVE
STREET 2: SUITE 210
CITY: VICTOR
STATE: NY
ZIP: 14564
BUSINESS PHONE: (585)248-6400
MAIL ADDRESS:
STREET 1: 50 SQUARE DRIVE
STREET 2: SUITE 210
CITY: VICTOR
STATE: NY
ZIP: 14564
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001654033
XXXXXXXX
06-30-2021
06-30-2021
COOPER/HAIMS ADVISORS, LLC
50 SQUARE DRIVE
SUITE 210
VICTOR
NY
14564
13F HOLDINGS REPORT
028-18443
N
Jared Haims
Chief Marketing Officer
585-248-6400
Jared Haims
Victor
NY
08-04-2021
0
88
152244
false
INFORMATION TABLE
2
13FUpload06302021.xml
DISNEY WALT CO
COM
254687106
728
4141
SH
SOLE
0
0
4141
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
25968
789781
SH
SOLE
0
0
789781
MASTERCARD INCORPORATED
CL A
57636Q104
225
616
SH
SOLE
0
0
616
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2128
4972
SH
SOLE
0
0
4972
ABBOTT LABS
COM
002824100
442
3816
SH
SOLE
0
0
3816
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
897
3419
SH
SOLE
0
0
3419
MOGO INC
COM
60800C109
114
14552
SH
SOLE
0
0
14552
INNOVATIVE INDL PPTYS INC
COM
45781V101
406
2126
SH
SOLE
0
0
2126
PEPSICO INC
COM
713448108
546
3682
SH
SOLE
0
0
3682
BK OF AMERICA CORP
COM
060505104
447
10840
SH
SOLE
0
0
10840
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
19495
289841
SH
SOLE
0
0
289841
CATERPILLAR INC
COM
149123101
390
1793
SH
SOLE
0
0
1793
QUALCOMM INC
COM
747525103
203
1423
SH
SOLE
0
0
1423
AMAZON COM INC
COM
023135106
1889
549
SH
SOLE
0
0
549
AT&T INC
COM
00206R102
264
9160
SH
SOLE
0
0
9160
APPLE INC
COM
037833100
4255
31069
SH
SOLE
0
0
31069
PAYCHEX INC
COM
704326107
7616
70983
SH
SOLE
0
0
70983
UNION PAC CORP
COM
907818108
280
1273
SH
SOLE
0
0
1273
EASTMAN CHEM CO
COM
277432100
289
2477
SH
SOLE
0
0
2477
REALTY INCOME CORP
COM
756109104
380
5697
SH
SOLE
0
0
5697
BOEING CO
COM
097023105
219
914
SH
SOLE
0
0
914
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3548
34057
SH
SOLE
0
0
34057
STRYKER CORPORATION
COM
863667101
273
1053
SH
SOLE
0
0
1053
PROCTER AND GAMBLE CO
COM
742718109
285
2111
SH
SOLE
0
0
2111
INTEL CORP
COM
458140100
366
6518
SH
SOLE
0
0
6518
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
11528
211130
SH
SOLE
0
0
211130
WISDOMTREE TR
EM EX ST-OWNED
97717X578
219
5202
SH
SOLE
0
0
5202
JPMORGAN CHASE & CO
COM
46625H100
545
3501
SH
SOLE
0
0
3501
COMCAST CORP NEW
CL A
20030N101
220
3853
SH
SOLE
0
0
3853
EXXON MOBIL CORP
COM
30231G102
224
3558
SH
SOLE
0
0
3558
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
202
10708
SH
SOLE
0
0
10708
CORNING INC
COM
219350105
282
6893
SH
SOLE
0
0
6893
AMBEV SA
SPONSORED ADR
02319V103
57
16430
SH
SOLE
0
0
16430
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
430
1547
SH
SOLE
0
0
1547
ABBVIE INC
COM
00287Y109
601
5336
SH
SOLE
0
0
5336
CHEVRON CORP NEW
COM
166764100
709
6773
SH
SOLE
0
0
6773
WELBILT INC
COM
949090104
1549
66899
SH
SOLE
0
0
66899
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
341
3348
SH
SOLE
0
0
3348
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
2466
16894
SH
SOLE
0
0
16894
VISA INC
COM CL A
92826C839
383
1636
SH
SOLE
0
0
1636
SOFI TECHNOLOGIES INC
COM
83406F102
192
10000
SH
SOLE
0
0
10000
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1081
6981
SH
SOLE
0
0
6981
CONSTELLATION BRANDS INC
CL A
21036P108
510
2180
SH
SOLE
0
0
2180
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3325
84295
SH
SOLE
0
0
84295
FACEBOOK INC
CL A
30303M102
1095
3150
SH
SOLE
0
0
3150
ISHARES TR
CORE US AGGBD ET
464287226
319
2762
SH
SOLE
0
0
2762
SALESFORCE COM INC
COM
79466L302
206
843
SH
SOLE
0
0
843
GRAHAM CORP
COM
384556106
322
23387
SH
SOLE
0
0
23387
COCA COLA CO
COM
191216100
454
8398
SH
SOLE
0
0
8398
INVESCO QQQ TR
UNIT SER 1
46090E103
443
1249
SH
SOLE
0
0
1249
INTERNATIONAL BUSINESS MACHS
COM
459200101
439
2997
SH
SOLE
0
0
2997
3M CO
COM
88579Y101
202
1018
SH
SOLE
0
0
1018
NVIDIA CORPORATION
COM
67066G104
722
902
SH
SOLE
0
0
902
TESLA INC
COM
88160R101
627
923
SH
SOLE
0
0
923
B & G FOODS INC NEW
COM
05508R106
1525
46498
SH
SOLE
0
0
46498
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1729
4394
SH
SOLE
0
0
4394
SERVICENOW INC
COM
81762P102
293
534
SH
SOLE
0
0
534
ISHARES TR
DOW JONES US ETF
464287846
401
3718
SH
SOLE
0
0
3718
MERCK & CO INC
COM
58933Y105
220
2823
SH
SOLE
0
0
2823
MICROSOFT CORP
COM
594918104
2100
7750
SH
SOLE
0
0
7750
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
15127
145491
SH
SOLE
0
0
145491
CANOPY GROWTH CORP
COM
138035100
212
8779
SH
SOLE
0
0
8779
ISHARES TR
RUSSELL 2000 ETF
464287655
865
3770
SH
SOLE
0
0
3770
STARBUCKS CORP
COM
855244109
357
3191
SH
SOLE
0
0
3191
GANNETT CO INC
COM
36472T109
1986
361825
SH
SOLE
0
0
361825
ISHARES TR
RUS 1000 GRW ETF
464287614
334
1231
SH
SOLE
0
0
1231
GENERAL MTRS CO
COM
37045V100
214
3609
SH
SOLE
0
0
3609
ALPHABET INC
CAP STK CL A
02079K305
762
312
SH
SOLE
0
0
312
MARATHON OIL CORP
COM
565849106
149
10925
SH
SOLE
0
0
10925
PITNEY BOWES INC
COM
724479100
104
11804
SH
SOLE
0
0
11804
ALPHABET INC
CAP STK CL C
02079K107
331
132
SH
SOLE
0
0
132
HONEYWELL INTL INC
COM
438516106
425
1940
SH
SOLE
0
0
1940
INTRA-CELLULAR THERAPIES INC
COM
46116X101
2495
61116
SH
SOLE
0
0
61116
ISHARES TR
MSCI EAFE ETF
464287465
455
5774
SH
SOLE
0
0
5774
BROADSTONE NET LEASE INC
COM
11135E203
2988
127643
SH
SOLE
0
0
127643
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
244
4495
SH
SOLE
0
0
4495
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
347
3862
SH
SOLE
0
0
3862
MEDTRONIC PLC
SHS
G5960L103
215
1731
SH
SOLE
0
0
1731
ISHARES TR
MSCI USA MMENTM
46432F396
285
1644
SH
SOLE
0
0
1644
ISHARES TR
CORE S&P500 ETF
464287200
12258
28512
SH
SOLE
0
0
28512
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1986
34773
SH
SOLE
0
0
34773
BLACKROCK INC
COM
09247X101
206
235
SH
SOLE
0
0
235
PAYPAL HLDGS INC
COM
70450Y103
314
1078
SH
SOLE
0
0
1078
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
797
10181
SH
SOLE
0
0
10181
JOHNSON & JOHNSON
COM
478160104
602
3657
SH
SOLE
0
0
3657
AIR PRODS & CHEMS INC
COM
009158106
215
747
SH
SOLE
0
0
747
LULULEMON ATHLETICA INC
COM
550021109
357
977
SH
SOLE
0
0
977