0001654033-23-000001.txt : 20230210 0001654033-23-000001.hdr.sgml : 20230210 20230210135407 ACCESSION NUMBER: 0001654033-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23610324 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 X0202 13F-HR LIVE false false false 0001654033 XXXXXXXX 12-31-2022 12-31-2022 COOPER/HAIMS ADVISORS, LLC

50 SQUARE DRIVE SUITE 210 VICTOR NY 14564

13F HOLDINGS REPORT 028-18443 N Jared Haims 585-248-6400 Jared Haims Victor NY 02-10-2023 0 73 140961 false INFORMATION TABLE 2 13Fupload12312022v2.xml ISHARES TR MSCI EMG MKT ETF 464287234 1323 34910 SH SOLE 0 0 34910 ISHARES TR TIPS BD ETF 464287176 249 2338 SH SOLE 0 0 2338 STARBUCKS CORP COM 855244109 376 3794 SH SOLE 0 0 3794 EXXON MOBIL CORP COM 30231G102 799 7241 SH SOLE 0 0 7241 PITNEY BOWES INC COM 724479100 45 11881 SH SOLE 0 0 11881 LULULEMON ATHLETICA INC COM 550021109 206 642 SH SOLE 0 0 642 MICROSOFT CORP COM 594918104 1521 6343 SH SOLE 0 0 6343 ISHARES TR GLOBAL REIT ETF 46434V647 9757 429647 SH SOLE 0 0 429647 ISHARES TR CORE S&P500 ETF 464287200 9960 25923 SH SOLE 0 0 25923 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 10146 213920 SH SOLE 0 0 213920 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 644 9810 SH SOLE 0 0 9810 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 581 1880 SH SOLE 0 0 1880 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2506 50645 SH SOLE 0 0 50645 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 274 3108 SH SOLE 0 0 3108 HONEYWELL INTL INC COM 438516106 282 1316 SH SOLE 0 0 1316 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 23857 1007899 SH SOLE 0 0 1007899 CONSTELLATION BRANDS INC CL A 21036P108 510 2201 SH SOLE 0 0 2201 SOFI TECHNOLOGIES INC COM 83406F102 71 15500 SH SOLE 0 0 15500 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 15972 288090 SH SOLE 0 0 288090 CHEVRON CORP NEW COM 166764100 1179 6567 SH SOLE 0 0 6567 STRYKER CORPORATION COM 863667101 257 1053 SH SOLE 0 0 1053 MERCK & CO INC COM 58933Y105 328 2956 SH SOLE 0 0 2956 AMAZON COM INC COM 023135106 948 11290 SH SOLE 0 0 11290 JPMORGAN CHASE & CO COM 46625H100 354 2637 SH SOLE 0 0 2637 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 208 3919 SH SOLE 0 0 3919 VINTAGE WINE ESTATES INC COM 92747V106 33 10000 SH SOLE 0 0 10000 TESLA INC COM 88160R101 277 2251 SH SOLE 0 0 2251 INVESCO QQQ TR UNIT SER 1 46090E103 267 1002 SH SOLE 0 0 1002 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 8672 188807 SH SOLE 0 0 188807 GANNETT CO INC COM 36472T109 268 131825 SH SOLE 0 0 131825 UNITEDHEALTH GROUP INC COM 91324P102 513 968 SH SOLE 0 0 968 NVIDIA CORPORATION COM 67066G104 281 1923 SH SOLE 0 0 1923 COCA COLA CO COM 191216100 476 7477 SH SOLE 0 0 7477 PAYCHEX INC COM 704326107 8526 73783 SH SOLE 0 0 73783 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4782 104745 SH SOLE 0 0 104745 VISA INC COM CL A 92826C839 276 1327 SH SOLE 0 0 1327 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 977 6431 SH SOLE 0 0 6431 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 268 3251 SH SOLE 0 0 3251 PFIZER INC COM 717081103 266 5185 SH SOLE 0 0 5185 MASTERCARD INCORPORATED CL A 57636Q104 215 617 SH SOLE 0 0 617 DISNEY WALT CO COM 254687106 307 3535 SH SOLE 0 0 3535 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1967 48556 SH SOLE 0 0 48556 ABBVIE INC COM 00287Y109 644 3984 SH SOLE 0 0 3984 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1599 49628 SH SOLE 0 0 49628 CORNING INC COM 219350105 216 6762 SH SOLE 0 0 6762 AMBEV SA SPONSORED ADR 02319V103 29 10595 SH SOLE 0 0 10595 PEPSICO INC COM 713448108 655 3626 SH SOLE 0 0 3626 INNOVATIVE INDL PPTYS INC COM 45781V101 204 2010 SH SOLE 0 0 2010 JOHNSON & JOHNSON COM 478160104 566 3205 SH SOLE 0 0 3205 AIR PRODS & CHEMS INC COM 009158106 218 708 SH SOLE 0 0 708 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1140 20521 SH SOLE 0 0 20521 PROCTER AND GAMBLE CO COM 742718109 319 2105 SH SOLE 0 0 2105 EASTMAN CHEM CO COM 277432100 203 2493 SH SOLE 0 0 2493 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9327 206578 SH SOLE 0 0 206578 ISHARES TR RUSSELL 2000 ETF 464287655 653 3745 SH SOLE 0 0 3745 META PLATFORMS INC CL A 30303M102 350 2911 SH SOLE 0 0 2911 ABBOTT LABS COM 002824100 463 4216 SH SOLE 0 0 4216 GRAHAM CORP COM 384556106 339 35195 SH SOLE 0 0 35195 ALPHABET INC CAP STK CL A 02079K305 217 2457 SH SOLE 0 0 2457 AMERICAN CENTY ETF TR US EQT ETF 025072885 785 11538 SH SOLE 0 0 11538 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 716 3394 SH SOLE 0 0 3394 BK OF AMERICA CORP COM 060505104 282 8526 SH SOLE 0 0 8526 QUALCOMM INC COM 747525103 220 2001 SH SOLE 0 0 2001 SPDR S&P 500 ETF TR TR UNIT 78462F103 1874 4900 SH SOLE 0 0 4900 ISHARES TR DOW JONES US ETF 464287846 275 2940 SH SOLE 0 0 2940 BROADSTONE NET LEASE INC COM 11135E203 1993 122951 SH SOLE 0 0 122951 UNION PAC CORP COM 907818108 266 1283 SH SOLE 0 0 1283 B & G FOODS INC NEW COM 05508R106 568 50900 SH SOLE 0 0 50900 ISHARES TR MSCI EAFE ETF 464287465 290 4424 SH SOLE 0 0 4424 APPLE INC COM 037833100 3297 25372 SH SOLE 0 0 25372 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1642 4673 SH SOLE 0 0 4673 CATERPILLAR INC COM 149123101 470 1961 SH SOLE 0 0 1961 INTERNATIONAL BUSINESS MACHS COM 459200101 417 2961 SH SOLE 0 0 2961