0001654033-21-000004.txt : 20211021 0001654033-21-000004.hdr.sgml : 20211021 20211021130239 ACCESSION NUMBER: 0001654033-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211021 DATE AS OF CHANGE: 20211021 EFFECTIVENESS DATE: 20211021 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: 211336451 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 09-30-2021 09-30-2021 COOPER/HAIMS ADVISORS, LLC
50 SQUARE DRIVE SUITE 210 VICTOR NY 14564
13F HOLDINGS REPORT 028-18443 N
Jared Haims Chief Marketing Officer 585-248-6000 Jared Haims Victor NY 10-21-2021 0 88 165907 false
INFORMATION TABLE 2 13FUpload09302021.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 2119 4937 SH SOLE 0 0 4937 DISNEY WALT CO COM 254687106 701 4141 SH SOLE 0 0 4141 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 24534 804912 SH SOLE 0 0 804912 MASTERCARD INCORPORATED CL A 57636Q104 240 691 SH SOLE 0 0 691 ABBOTT LABS COM 002824100 439 3716 SH SOLE 0 0 3716 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 912 3419 SH SOLE 0 0 3419 INNOVATIVE INDL PPTYS INC COM 45781V101 459 1984 SH SOLE 0 0 1984 PEPSICO INC COM 713448108 516 3432 SH SOLE 0 0 3432 BK OF AMERICA CORP COM 060505104 460 10840 SH SOLE 0 0 10840 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 18969 289123 SH SOLE 0 0 289123 CATERPILLAR INC COM 149123101 344 1793 SH SOLE 0 0 1793 AMAZON COM INC COM 023135106 1656 504 SH SOLE 0 0 504 APPLE INC COM 037833100 4268 30165 SH SOLE 0 0 30165 PAYCHEX INC COM 704326107 7947 70669 SH SOLE 0 0 70669 AT&T INC COM 00206R102 248 9168 SH SOLE 0 0 9168 EASTMAN CHEM CO COM 277432100 250 2479 SH SOLE 0 0 2479 TRUIST FINL CORP COM 89832Q109 202 3447 SH SOLE 0 0 3447 REALTY INCOME CORP COM 756109104 370 5697 SH SOLE 0 0 5697 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3042 30387 SH SOLE 0 0 30387 STRYKER CORPORATION COM 863667101 278 1053 SH SOLE 0 0 1053 ORACLE CORP COM 68389X105 206 2367 SH SOLE 0 0 2367 PROCTER AND GAMBLE CO COM 742718109 310 2218 SH SOLE 0 0 2218 INTEL CORP COM 458140100 345 6468 SH SOLE 0 0 6468 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 11053 203711 SH SOLE 0 0 203711 FEDEX CORP COM 31428X106 252 1150 SH SOLE 0 0 1150 JPMORGAN CHASE & CO COM 46625H100 573 3501 SH SOLE 0 0 3501 COMCAST CORP NEW CL A 20030N101 204 3653 SH SOLE 0 0 3653 EXXON MOBIL CORP COM 30231G102 208 3531 SH SOLE 0 0 3531 PROSHARES TR PSHS ULTSH 20YRS 74347B201 196 10708 SH SOLE 0 0 10708 CORNING INC COM 219350105 252 6893 SH SOLE 0 0 6893 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 422 1547 SH SOLE 0 0 1547 ABBVIE INC COM 00287Y109 576 5336 SH SOLE 0 0 5336 AMBEV SA SPONSORED ADR 02319V103 45 16430 SH SOLE 0 0 16430 CHEVRON CORP NEW COM 166764100 673 6637 SH SOLE 0 0 6637 WELBILT INC COM 949090104 1555 66899 SH SOLE 0 0 66899 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 341 3349 SH SOLE 0 0 3349 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2466 16654 SH SOLE 0 0 16654 VISA INC COM CL A 92826C839 362 1627 SH SOLE 0 0 1627 SOFI TECHNOLOGIES INC COM 83406F102 159 10000 SH SOLE 0 0 10000 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1073 6983 SH SOLE 0 0 6983 CONSTELLATION BRANDS INC CL A 21036P108 459 2180 SH SOLE 0 0 2180 ISHARES TR CONSER ALLOC ETF 464289883 963 24389 SH SOLE 0 0 24389 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2410 62280 SH SOLE 0 0 62280 FACEBOOK INC CL A 30303M102 1011 2980 SH SOLE 0 0 2980 GRAHAM CORP COM 384556106 290 23387 SH SOLE 0 0 23387 COCA COLA CO COM 191216100 439 8358 SH SOLE 0 0 8358 INVESCO QQQ TR UNIT SER 1 46090E103 447 1250 SH SOLE 0 0 1250 INTERNATIONAL BUSINESS MACHS COM 459200101 402 2890 SH SOLE 0 0 2890 NVIDIA CORPORATION COM 67066G104 1354 6534 SH SOLE 0 0 6534 TESLA INC COM 88160R101 594 766 SH SOLE 0 0 766 B & G FOODS INC NEW COM 05508R106 1521 50900 SH SOLE 0 0 50900 SERVICENOW INC COM 81762P102 270 434 SH SOLE 0 0 434 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1737 4404 SH SOLE 0 0 4404 ISHARES TR DOW JONES US ETF 464287846 401 3718 SH SOLE 0 0 3718 MERCK & CO INC COM 58933Y105 222 2956 SH SOLE 0 0 2956 MICROSOFT CORP COM 594918104 2157 7650 SH SOLE 0 0 7650 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13497 129739 SH SOLE 0 0 129739 ISHARES TR RUSSELL 2000 ETF 464287655 825 3770 SH SOLE 0 0 3770 STARBUCKS CORP COM 855244109 352 3191 SH SOLE 0 0 3191 GANNETT CO INC COM 36472T109 881 131825 SH SOLE 0 0 131825 ISHARES TR GLOBAL REIT ETF 46434V647 2541 92715 SH SOLE 0 0 92715 ALPHABET INC CAP STK CL A 02079K305 762 285 SH SOLE 0 0 285 PITNEY BOWES INC COM 724479100 85 11804 SH SOLE 0 0 11804 ALPHABET INC CAP STK CL C 02079K107 365 137 SH SOLE 0 0 137 HONEYWELL INTL INC COM 438516106 319 1505 SH SOLE 0 0 1505 INTRA-CELLULAR THERAPIES INC COM 46116X101 2278 61116 SH SOLE 0 0 61116 ISHARES TR MSCI EAFE ETF 464287465 448 5744 SH SOLE 0 0 5744 BROADSTONE NET LEASE INC COM 11135E203 3120 125775 SH SOLE 0 0 125775 MEDTRONIC PLC SHS G5960L103 217 1731 SH SOLE 0 0 1731 ISHARES TR CORE S&P500 ETF 464287200 11701 27160 SH SOLE 0 0 27160 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2105 36963 SH SOLE 0 0 36963 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 781 10183 SH SOLE 0 0 10183 JOHNSON & JOHNSON COM 478160104 627 3883 SH SOLE 0 0 3883 LULULEMON ATHLETICA INC COM 550021109 287 710 SH SOLE 0 0 710 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