0001654033-22-000002.txt : 20220509 0001654033-22-000002.hdr.sgml : 20220509 20220509154924 ACCESSION NUMBER: 0001654033-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22904717 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 03-31-2022 03-31-2022 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 05-09-2022 0 80 153412 false
INFORMATION TABLE 2 13Fupload03312022.xml ISHARES TR CORE S&P500 ETF 464287200 12117 26708 SH SOLE 0 0 26708 ISHARES TR RUSSELL 2000 ETF 464287655 774 3771 SH SOLE 0 0 3771 ISHARES TR DOW JONES US ETF 464287846 326 2927 SH SOLE 0 0 2927 SPDR S&P 500 ETF TR TR UNIT 78462F103 2222 4920 SH SOLE 0 0 4920 AMAZON COM INC COM 023135106 1767 542 SH SOLE 0 0 542 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 681 1930 SH SOLE 0 0 1930 REALTY INCOME CORP COM 756109104 395 5697 SH SOLE 0 0 5697 INVESCO QQQ TR UNIT SER 1 46090E103 249 688 SH SOLE 0 0 688 ABBOTT LABS COM 002824100 499 4216 SH SOLE 0 0 4216 INTEL CORP COM 458140100 321 6469 SH SOLE 0 0 6469 QUALCOMM INC COM 747525103 283 1849 SH SOLE 0 0 1849 DISNEY WALT CO COM 254687106 602 4391 SH SOLE 0 0 4391 HONEYWELL INTL INC COM 438516106 273 1405 SH SOLE 0 0 1405 JOHNSON & JOHNSON COM 478160104 679 3831 SH SOLE 0 0 3831 MEDTRONIC PLC SHS G5960L103 358 3231 SH SOLE 0 0 3231 PFIZER INC COM 717081103 258 4985 SH SOLE 0 0 4985 ISHARES TR MSCI EAFE ETF 464287465 375 5090 SH SOLE 0 0 5090 CHEVRON CORP NEW COM 166764100 1048 6438 SH SOLE 0 0 6438 MICROSOFT CORP COM 594918104 2260 7329 SH SOLE 0 0 7329 INTERNATIONAL BUSINESS MACHS COM 459200101 375 2887 SH SOLE 0 0 2887 COCA COLA CO COM 191216100 493 7949 SH SOLE 0 0 7949 PEPSICO INC COM 713448108 575 3433 SH SOLE 0 0 3433 STRYKER CORPORATION COM 863667101 282 1053 SH SOLE 0 0 1053 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1133 6987 SH SOLE 0 0 6987 BK OF AMERICA CORP COM 060505104 484 11742 SH SOLE 0 0 11742 STARBUCKS CORP COM 855244109 397 4364 SH SOLE 0 0 4364 EXXON MOBIL CORP COM 30231G102 262 3178 SH SOLE 0 0 3178 UNION PAC CORP COM 907818108 258 943 SH SOLE 0 0 943 MERCK & CO INC COM 58933Y105 243 2956 SH SOLE 0 0 2956 PROCTER AND GAMBLE CO COM 742718109 325 2129 SH SOLE 0 0 2129 JPMORGAN CHASE & CO COM 46625H100 380 2785 SH SOLE 0 0 2785 ISHARES TR 1 3 YR TREAS BD 464287457 247 2964 SH SOLE 0 0 2964 CORNING INC COM 219350105 254 6895 SH SOLE 0 0 6895 UNITEDHEALTH GROUP INC COM 91324P102 492 965 SH SOLE 0 0 965 CONSTELLATION BRANDS INC CL A 21036P108 502 2181 SH SOLE 0 0 2181 APPLE INC COM 037833100 5266 30158 SH SOLE 0 0 30158 CATERPILLAR INC COM 149123101 437 1959 SH SOLE 0 0 1959 PITNEY BOWES INC COM 724479100 62 11832 SH SOLE 0 0 11832 EASTMAN CHEM CO COM 277432100 278 2484 SH SOLE 0 0 2484 PAYCHEX INC COM 704326107 9618 70479 SH SOLE 0 0 70479 ISHARES TR TIPS BD ETF 464287176 416 3338 SH SOLE 0 0 3338 NVIDIA CORPORATION COM 67066G104 1890 6928 SH SOLE 0 0 6928 ALPHABET INC CAP STK CL A 02079K305 865 311 SH SOLE 0 0 311 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 358 3307 SH SOLE 0 0 3307 BLACKROCK INCOME TR INC COM 09247F100 154 30000 SH SOLE 0 0 30000 MASTERCARD INCORPORATED CL A 57636Q104 220 616 SH SOLE 0 0 616 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 17376 278995 SH SOLE 0 0 278995 GRAHAM CORP COM 384556106 219 28387 SH SOLE 0 0 28387 LULULEMON ATHLETICA INC COM 550021109 259 710 SH SOLE 0 0 710 B & G FOODS INC NEW COM 05508R106 1373 50900 SH SOLE 0 0 50900 VISA INC COM CL A 92826C839 339 1527 SH SOLE 0 0 1527 ISHARES TR CONSER ALLOC ETF 464289883 347 9201 SH SOLE 0 0 9201 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1853 50455 SH SOLE 0 0 50455 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10875 201949 SH SOLE 0 0 201949 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2498 52741 SH SOLE 0 0 52741 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2141 28614 SH SOLE 0 0 28614 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 24601 885888 SH SOLE 0 0 885888 TESLA INC COM 88160R101 811 753 SH SOLE 0 0 753 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1842 4437 SH SOLE 0 0 4437 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 935 3393 SH SOLE 0 0 3393 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 772 10173 SH SOLE 0 0 10173 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8181 161779 SH SOLE 0 0 161779 META PLATFORMS INC CL A 30303M102 828 3722 SH SOLE 0 0 3722 SERVICENOW INC COM 81762P102 242 434 SH SOLE 0 0 434 ABBVIE INC COM 00287Y109 671 4137 SH SOLE 0 0 4137 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4518 86158 SH SOLE 0 0 86158 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 224 4509 SH SOLE 0 0 4509 AMBEV SA SPONSORED ADR 02319V103 53 16430 SH SOLE 0 0 16430 GANNETT CO INC COM 36472T109 595 131825 SH SOLE 0 0 131825 ALPHABET INC CAP STK CL C 02079K107 374 134 SH SOLE 0 0 134 ISHARES TR GLOBAL REIT ETF 46434V647 7610 260529 SH SOLE 0 0 260529 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 377 3468 SH SOLE 0 0 3468 PAYPAL HLDGS INC COM 70450Y103 231 1998 SH SOLE 0 0 1998 WELBILT INC COM 949090104 8106 341297 SH SOLE 0 0 341297 INNOVATIVE INDL PPTYS INC COM 45781V101 412 2008 SH SOLE 0 0 2008 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 73 15000 SH SOLE 0 0 15000 BROADSTONE NET LEASE INC COM 11135E203 2678 122951 SH SOLE 0 0 122951 VINTAGE WINE ESTATES INC COM 92747V106 99 10000 SH SOLE 0 0 10000 SOFI TECHNOLOGIES INC COM 83406F102 146 15500 SH SOLE 0 0 15500