0001654033-22-000004.txt : 20221102 0001654033-22-000004.hdr.sgml : 20221102 20221101195331 ACCESSION NUMBER: 0001654033-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221102 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221102 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: 221351970 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 09-30-2022 09-30-2022 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 11-01-2022 0 69 120764 false INFORMATION TABLE 2 13Fupload09302022v2.xml ABBOTT LABS COM 002824100 410 4241 SH SOLE 0 0 4241 ABBVIE INC COM 00287Y109 572 4265 SH SOLE 0 0 4265 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 249 3108 SH SOLE 0 0 3108 ALPHABET INC CAP STK CL A 02079K305 251 2627 SH SOLE 0 0 2627 ALPHABET INC CAP STK CL C 02079K107 215 2238 SH SOLE 0 0 2238 AMAZON COM INC COM 023135106 1346 11915 SH SOLE 0 0 11915 AMBEV SA SPONSORED ADR 02319V103 46 16430 SH SOLE 0 0 16430 AMERICAN CENTY ETF TR US EQT ETF 025072885 628 10066 SH SOLE 0 0 10066 APPLE INC COM 037833100 3546 25656 SH SOLE 0 0 25656 B & G FOODS INC NEW COM 05508R106 839 50900 SH SOLE 0 0 50900 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532 1992 SH SOLE 0 0 1992 BK OF AMERICA CORP COM 060505104 256 8482 SH SOLE 0 0 8482 BROADSTONE NET LEASE INC COM 11135E203 1909 122951 SH SOLE 0 0 122951 CATERPILLAR INC COM 149123101 328 1997 SH SOLE 0 0 1997 CHEVRON CORP NEW COM 166764100 915 6365 SH SOLE 0 0 6365 COCA COLA CO COM 191216100 424 7563 SH SOLE 0 0 7563 CONSTELLATION BRANDS INC CL A 21036P108 489 2131 SH SOLE 0 0 2131 DISNEY WALT CO COM 254687106 383 4064 SH SOLE 0 0 4064 EXXON MOBIL CORP COM 30231G102 229 2624 SH SOLE 0 0 2624 GANNETT CO INC COM 36472T109 202 131825 SH SOLE 0 0 131825 GRAHAM CORP COM 384556106 309 35195 SH SOLE 0 0 35195 HONEYWELL INTL INC COM 438516106 235 1405 SH SOLE 0 0 1405 INTERNATIONAL BUSINESS MACHS COM 459200101 351 2951 SH SOLE 0 0 2951 ISHARES TR TIPS BD ETF 464287176 245 2338 SH SOLE 0 0 2338 ISHARES TR DOW JONES US ETF 464287846 266 3037 SH SOLE 0 0 3037 ISHARES TR RUSSELL 2000 ETF 464287655 617 3743 SH SOLE 0 0 3743 ISHARES TR GLOBAL REIT ETF 46434V647 6990 328634 SH SOLE 0 0 328634 ISHARES TR MSCI EAFE ETF 464287465 279 4973 SH SOLE 0 0 4973 ISHARES TR CORE S&P500 ETF 464287200 9455 26363 SH SOLE 0 0 26363 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6617 144215 SH SOLE 0 0 144215 JOHNSON & JOHNSON COM 478160104 573 3508 SH SOLE 0 0 3508 JPMORGAN CHASE & CO COM 46625H100 288 2754 SH SOLE 0 0 2754 MERCK & CO INC COM 58933Y105 255 2956 SH SOLE 0 0 2956 META PLATFORMS INC CL A 30303M102 433 3192 SH SOLE 0 0 3192 MICROSOFT CORP COM 594918104 1533 6582 SH SOLE 0 0 6582 NVIDIA CORPORATION COM 67066G104 231 1902 SH SOLE 0 0 1902 PAYCHEX INC COM 704326107 8279 73783 SH SOLE 0 0 73783 PEPSICO INC COM 713448108 592 3626 SH SOLE 0 0 3626 PFIZER INC COM 717081103 230 5253 SH SOLE 0 0 5253 PITNEY BOWES INC COM 724479100 28 11865 SH SOLE 0 0 11865 PROCTER AND GAMBLE CO COM 742718109 277 2192 SH SOLE 0 0 2192 QUALCOMM INC COM 747525103 226 2000 SH SOLE 0 0 2000 REALTY INCOME CORP COM 756109104 215 3698 SH SOLE 0 0 3698 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 21770 971884 SH SOLE 0 0 971884 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1836 48581 SH SOLE 0 0 48581 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2861 63153 SH SOLE 0 0 63153 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1313 23529 SH SOLE 0 0 23529 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1214 43167 SH SOLE 0 0 43167 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8215 193982 SH SOLE 0 0 193982 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 600 9906 SH SOLE 0 0 9906 SOFI TECHNOLOGIES INC COM 83406F102 76 15500 SH SOLE 0 0 15500 SPDR S&P 500 ETF TR TR UNIT 78462F103 1764 4938 SH SOLE 0 0 4938 STARBUCKS CORP COM 855244109 320 3794 SH SOLE 0 0 3794 STRYKER CORPORATION COM 863667101 218 1078 SH SOLE 0 0 1078 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 61 15000 SH SOLE 0 0 15000 TESLA INC COM 88160R101 574 2164 SH SOLE 0 0 2164 UNION PAC CORP COM 907818108 250 1283 SH SOLE 0 0 1283 UNITEDHEALTH GROUP INC COM 91324P102 521 1031 SH SOLE 0 0 1031 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 708 3393 SH SOLE 0 0 3393 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 8792 184194 SH SOLE 0 0 184194 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 260 3248 SH SOLE 0 0 3248 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1461 4450 SH SOLE 0 0 4450 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 13305 288292 SH SOLE 0 0 288292 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 245 6703 SH SOLE 0 0 6703 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 974 20225 SH SOLE 0 0 20225 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 869 6431 SH SOLE 0 0 6431 VINTAGE WINE ESTATES INC COM 92747V106 28 10000 SH SOLE 0 0 10000 VISA INC COM CL A 92826C839 236 1327 SH SOLE 0 0 1327