0001654033-22-000001.txt : 20220121 0001654033-22-000001.hdr.sgml : 20220121 20220121154052 ACCESSION NUMBER: 0001654033-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220121 EFFECTIVENESS DATE: 20220121 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: 22545837 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 12-31-2021 12-31-2021 COOPER/HAIMS ADVISORS, LLC

50 SQUARE DRIVE SUITE 210 VICTOR NY 14564

13F HOLDINGS REPORT 028-18443 N Jared Haims 585-248-6400 Jared Haimes Victor NY 01-21-2022 0 80 162482 false INFORMATION TABLE 2 13FUpload12312021.xml PFIZER INC COM 717081103 208 3527 SH SOLE 0 0 3527 ISHARES TR NATIONAL MUN ETF 464288414 427 3669 SH SOLE 0 0 3669 DISNEY WALT CO COM 254687106 657 4241 SH SOLE 0 0 4241 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 24363 822530 SH SOLE 0 0 822530 SPDR S&P 500 ETF TR TR UNIT 78462F103 2349 4945 SH SOLE 0 0 4945 ISHARES TR SHRT NAT MUN ETF 464288158 233 2170 SH SOLE 0 0 2170 MASTERCARD INCORPORATED CL A 57636Q104 257 716 SH SOLE 0 0 716 ABBOTT LABS COM 002824100 523 3716 SH SOLE 0 0 3716 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1034 3426 SH SOLE 0 0 3426 INNOVATIVE INDL PPTYS INC COM 45781V101 524 1995 SH SOLE 0 0 1995 PEPSICO INC COM 713448108 596 3432 SH SOLE 0 0 3432 BK OF AMERICA CORP COM 060505104 505 11340 SH SOLE 0 0 11340 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 19071 279464 SH SOLE 0 0 279464 CATERPILLAR INC COM 149123101 389 1880 SH SOLE 0 0 1880 AMAZON COM INC COM 023135106 1694 508 SH SOLE 0 0 508 APPLE INC COM 037833100 5326 29994 SH SOLE 0 0 29994 PAYCHEX INC COM 704326107 9620 70475 SH SOLE 0 0 70475 EASTMAN CHEM CO COM 277432100 300 2481 SH SOLE 0 0 2481 REALTY INCOME CORP COM 756109104 408 5697 SH SOLE 0 0 5697 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3060 29882 SH SOLE 0 0 29882 STRYKER CORPORATION COM 863667101 282 1053 SH SOLE 0 0 1053 ORACLE CORP COM 68389X105 204 2342 SH SOLE 0 0 2342 VINTAGE WINE ESTATES INC COM 92747V106 118 10000 SH SOLE 0 0 10000 PROCTER AND GAMBLE CO COM 742718109 361 2206 SH SOLE 0 0 2206 INTEL CORP COM 458140100 333 6467 SH SOLE 0 0 6467 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10608 196813 SH SOLE 0 0 196813 FEDEX CORP COM 31428X106 303 1170 SH SOLE 0 0 1170 JPMORGAN CHASE & CO COM 46625H100 555 3502 SH SOLE 0 0 3502 CORNING INC COM 219350105 257 6893 SH SOLE 0 0 6893 AMBEV SA SPONSORED ADR 02319V103 46 16430 SH SOLE 0 0 16430 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 563 1883 SH SOLE 0 0 1883 ABBVIE INC COM 00287Y109 722 5336 SH SOLE 0 0 5336 CHEVRON CORP NEW COM 166764100 767 6538 SH SOLE 0 0 6538 WELBILT INC COM 949090104 8095 340558 SH SOLE 0 0 340558 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 376 3241 SH SOLE 0 0 3241 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2651 16186 SH SOLE 0 0 16186 VISA INC COM CL A 92826C839 331 1527 SH SOLE 0 0 1527 SOFI TECHNOLOGIES INC COM 83406F102 166 10500 SH SOLE 0 0 10500 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1200 6985 SH SOLE 0 0 6985 CONSTELLATION BRANDS INC CL A 21036P108 547 2180 SH SOLE 0 0 2180 ISHARES TR CONSER ALLOC ETF 464289883 976 24389 SH SOLE 0 0 24389 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2074 53358 SH SOLE 0 0 53358 GRAHAM CORP COM 384556106 291 23387 SH SOLE 0 0 23387 COCA COLA CO COM 191216100 474 8013 SH SOLE 0 0 8013 INVESCO QQQ TR UNIT SER 1 46090E103 279 701 SH SOLE 0 0 701 INTERNATIONAL BUSINESS MACHS COM 459200101 386 2890 SH SOLE 0 0 2890 UNITEDHEALTH GROUP INC COM 91324P102 260 518 SH SOLE 0 0 518 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1986 4549 SH SOLE 0 0 4549 NVIDIA CORPORATION COM 67066G104 1977 6723 SH SOLE 0 0 6723 TESLA INC COM 88160R101 809 766 SH SOLE 0 0 766 B & G FOODS INC NEW COM 05508R106 1564 50900 SH SOLE 0 0 50900 SERVICENOW INC COM 81762P102 282 434 SH SOLE 0 0 434 ISHARES TR DOW JONES US ETF 464287846 361 3061 SH SOLE 0 0 3061 MERCK & CO INC COM 58933Y105 227 2956 SH SOLE 0 0 2956 MICROSOFT CORP COM 594918104 2471 7347 SH SOLE 0 0 7347 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13232 116257 SH SOLE 0 0 116257 ISHARES TR RUSSELL 2000 ETF 464287655 839 3771 SH SOLE 0 0 3771 STARBUCKS CORP COM 855244109 586 5014 SH SOLE 0 0 5014 GANNETT CO INC COM 36472T109 703 131825 SH SOLE 0 0 131825 ISHARES TR RUS 1000 GRW ETF 464287614 214 702 SH SOLE 0 0 702 META PLATFORMS INC CL A 30303M102 952 2830 SH SOLE 0 0 2830 ISHARES TR GLOBAL REIT ETF 46434V647 5182 169304 SH SOLE 0 0 169304 ALPHABET INC CAP STK CL A 02079K305 872 301 SH SOLE 0 0 301 GENERAL MTRS CO COM 37045V100 214 3644 SH SOLE 0 0 3644 PITNEY BOWES INC COM 724479100 78 11820 SH SOLE 0 0 11820 ALPHABET INC CAP STK CL C 02079K107 388 134 SH SOLE 0 0 134 HONEYWELL INTL INC COM 438516106 314 1505 SH SOLE 0 0 1505 INTRA-CELLULAR THERAPIES INC COM 46116X101 3199 61116 SH SOLE 0 0 61116 ISHARES TR MSCI EAFE ETF 464287465 443 5626 SH SOLE 0 0 5626 BROADSTONE NET LEASE INC COM 11135E203 3052 122951 SH SOLE 0 0 122951 ISHARES TR CORE S&P500 ETF 464287200 12898 27040 SH SOLE 0 0 27040 BLACKROCK INC COM 09247X101 215 235 SH SOLE 0 0 235 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2200 39891 SH SOLE 0 0 39891 PAYPAL HLDGS INC COM 70450Y103 260 1378 SH SOLE 0 0 1378 SIMPLY GOOD FOODS CO COM 82900L102 208 5000 SH SOLE 0 0 5000 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 819 10186 SH SOLE 0 0 10186 JOHNSON & JOHNSON COM 478160104 663 3873 SH SOLE 0 0 3873 AIR PRODS & CHEMS INC COM 009158106 227 747 SH SOLE 0 0 747 LULULEMON ATHLETICA INC COM 550021109 278 710 SH SOLE 0 0 710