0001654033-23-000010.txt : 20231109 0001654033-23-000010.hdr.sgml : 20231109 20231109172146 ACCESSION NUMBER: 0001654033-23-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231393835 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 true false 0001654033 XXXXXXXX 09-30-2023 09-30-2023 COOPER/HAIMS ADVISORS, LLC

50 SQUARE DRIVE SUITE 210 VICTOR NY 14564

13F HOLDINGS REPORT 028-18443 N Daniel Jones 585-248-6400 Daniel Jones Victor NY 11-09-2023 0 78 128533460 false INFORMATION TABLE 2 cha1.xml ISHARES TR IBONDS DEC 2032 46436E312 244356 10407 SH SOLE 0 0 10407 ISHARES TR MSCI EMG MKT ETF 464287234 900213 23721 SH SOLE 0 0 23721 ELI LILLY & CO COM 532457108 303478 565 SH SOLE 0 0 565 INTEL CORP COM 458140100 223771 6295 SH SOLE 0 0 6295 STARBUCKS CORP COM 855244109 337151 3694 SH SOLE 0 0 3694 EXXON MOBIL CORP COM 30231G102 327108 2782 SH SOLE 0 0 2782 LULULEMON ATHLETICA INC COM 550021109 209001 542 SH SOLE 0 0 542 ALPHABET INC CAP STK CL C 02079K107 266601 2022 SH SOLE 0 0 2022 MICROSOFT CORP COM 594918104 1933596 6124 SH SOLE 0 0 6124 ISHARES TR GLOBAL REIT ETF 46434V647 9321604 440321 SH SOLE 0 0 440321 ISHARES TR CORE S&P500 ETF 464287200 10856398 25281 SH SOLE 0 0 25281 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 553826 8183 SH SOLE 0 0 8183 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4731766 98929 SH SOLE 0 0 98929 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