The Analysis of COOPER/HAIMS ADVISORS, LLC's Holdings

Currently, COOPER/HAIMS ADVISORS, LLC holds 99 types of securities in its portfolio with a total value $220.0M. In the most recent quarter, they have increased their positions in IVV (+1.8K shares, valued at $1.3M), N/A (+1.6K shares, valued at $992.7K), ITOT (+6.6K shares, valued at $974.8K); decreased their positions in SCHE (-55.4K shares, valued at $1.8M), SCHX (-6.8K shares, valued at $183.1K), BNL (-7.0K shares, valued at $121.5K); initiated new positions in ITOT (+6.6K shares, valued at $974.8K), VB (+2.8K shares, valued at $723.2K), VWO (+8.5K shares, valued at $459.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHE SCHWAB STRATEGIC TR1.2M shares-4.46%2025-12-312026-02-11

VGK VANGUARD INTL EQUITY INDEX F280.9K shares2.97%2025-12-312026-02-11

IVV ISHARES TR28.3K shares6.91%2025-12-312026-02-11

JCPB J P MORGAN EXCHANGE TRADED F324.0K shares6.52%2025-12-312026-02-11

REET ISHARES TR562.8K shares5.22%2025-12-312026-02-11

SCHX SCHWAB STRATEGIC TR431.0K shares-1.55%2025-12-312026-02-11

BNDX VANGUARD CHARLOTTE FDS194.1K shares4.69%2025-12-312026-02-11

PAYX PAYCHEX INC78.5K shares0.00%2025-12-312026-02-11

Sponsored

VTEB VANGUARD MUN BD FDS166.6K shares0.35%2025-12-312026-02-11

AAPL APPLE INC22.8K shares-0.63%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares32.45%2025-12-312026-02-11

DFGR DIMENSIONAL ETF TRUST146.9K shares7.56%2025-12-312026-02-11

SCHZ SCHWAB STRATEGIC TR147.3K shares0.64%2025-12-312026-02-11

MSFT MICROSOFT CORP7.1K shares2.45%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR4.4K shares0.16%2025-12-312026-02-11

AMZN AMAZON COM INC10.7K shares10.21%2025-12-312026-02-11

Sponsored

SCHG SCHWAB STRATEGIC TR74.0K shares-0.86%2025-12-312026-02-11

NVDA NVIDIA CORPORATION11.5K shares6.00%2025-12-312026-02-11

AVUS AMERICAN CENTY ETF TR14.0K shares0.29%2025-12-312026-02-11

SCHA SCHWAB STRATEGIC TR49.0K shares0.16%2025-12-312026-02-11

VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.00%2025-12-312026-02-11

SCHF SCHWAB STRATEGIC TR52.5K shares-1.00%2025-12-312026-02-11

ALPHABET INC ALPHABET INC3.5K shares1.21%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.3.4K shares2.43%2025-12-312026-02-11

Sponsored

BNL BROADSTONE NET LEASE INC62.1K shares-10.12%2025-12-312026-02-11

ITOT ISHARES TR6.6K sharesnew addition2025-12-312026-02-11

CAT CATERPILLAR INC1.6K shares-1.37%2025-12-312026-02-11

CVX CHEVRON CORP NEW5.9K shares-5.95%2025-12-312026-02-11

ALPHABET INC ALPHABET INC2.8K shares20.32%2025-12-312026-02-11

IWM ISHARES TR3.6K shares0.03%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares2.17%2025-12-312026-02-11

META META PLATFORMS INC1.3K shares7.58%2025-12-312026-02-11

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-4.96%2025-12-312026-02-11

XOM EXXON MOBIL CORP6.6K shares0.00%2025-12-312026-02-11

EEM ISHARES TR13.3K shares11.80%2025-12-312026-02-11

VB VANGUARD INDEX FDS2.8K sharesnew addition2025-12-312026-02-11

SCHM SCHWAB STRATEGIC TR23.4K shares0.05%2025-12-312026-02-11

V VISA INC1.8K shares22.64%2025-12-312026-02-11

GLW CORNING INC7.3K shares2.51%2025-12-312026-02-11

ABBV ABBVIE INC2.7K shares-7.36%2025-12-312026-02-11

Sponsored

INVESCO QQQ TR INVESCO QQQ TR946 shares2.49%2025-12-312026-02-11

AVDE AMERICAN CENTY ETF TR6.8K shares1.15%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR6.5K shares0.00%2025-12-312026-02-11

BABA ALIBABA GROUP HLDG LTD3.4K shares5.15%2025-12-312026-02-11

PEP PEPSICO INC3.4K shares0.00%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON2.3K shares0.00%2025-12-312026-02-11

BAC BANK AMERICA CORP8.8K shares-3.52%2025-12-312026-02-11

IWF ISHARES TR1.0K shares0.00%2025-12-312026-02-11

Sponsored

STZ CONSTELLATION BRANDS INC3.3K shares25.38%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F8.5K sharesnew addition2025-12-312026-02-11

SCHV SCHWAB STRATEGIC TR14.7K shares14.18%2025-12-312026-02-11

BROADCOM INC BROADCOM INC1.2K shares-11.87%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO3.0K shares0.64%2025-12-312026-02-11

ABT ABBOTT LABS3.4K shares-6.91%2025-12-312026-02-11

VTI VANGUARD INDEX FDS1.2K sharesnew addition2025-12-312026-02-11

GDV GABELLI DIVID & INCOME TR14.8K sharesnew addition2025-12-312026-02-11

Sponsored

KO COCA COLA CO5.8K shares-2.46%2025-12-312026-02-11

ETFS GOLD TR ETFS GOLD TR9.7K sharesnew addition2025-12-312026-02-11

VONE VANGUARD SCOTTSDALE FDS1.3K sharesnew addition2025-12-312026-02-11

ORCL ORACLE CORP2.0K shares-2.03%2025-12-312026-02-11

BGS B & G FOODS INC NEW84.0K shares-18.29%2025-12-312026-02-11

JVAL J P MORGAN EXCHANGE TRADED F7.3K sharesnew addition2025-12-312026-02-11

IYY ISHARES TR2.0K shares0.00%2025-12-312026-02-11

VOOG VANGUARD ADMIRAL FDS INC748 shares-1.84%2025-12-312026-02-11

Sponsored

LLY ELI LILLY & CO300 shares6.76%2025-12-312026-02-11

IBDR ISHARES TR12.7K shares0.00%2025-12-312026-02-11

VEU VANGUARD INTL EQUITY INDEX F4.2K shares38.43%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE951 shares-13.31%2025-12-312026-02-11

VNQ VANGUARD INDEX FDS3.2K shares-0.50%2025-12-312026-02-11

SYK STRYKER CORPORATION789 shares0.00%2025-12-312026-02-11

WMT WALMART INC2.4K shares18.56%2025-12-312026-02-11

IXUS ISHARES TR3.1K sharesnew addition2025-12-312026-02-11

Sponsored

IBDX ISHARES TR10.4K shares0.00%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW303 shares-9.55%2025-12-312026-02-11

IBDS ISHARES TR10.7K shares0.00%2025-12-312026-02-11

NOW SERVICENOW INC1.7K shares400.00%2025-12-312026-02-11

GLD SPDR GOLD TR647 sharesnew addition2025-12-312026-02-11

IBMO ISHARES TR10.0K shares0.00%2025-12-312026-02-11

MERCK & CO INC MERCK & CO INC2.4K shares0.00%2025-12-312026-02-11

DIS DISNEY WALT CO2.2K shares-20.30%2025-12-312026-02-11

Sponsored

MA MASTERCARD INCORPORATED416 shares2.46%2025-12-312026-02-11

INTC INTEL CORP6.4K shares5.87%2025-12-312026-02-11

PBI PITNEY BOWES INC22.4K shares0.00%2025-12-312026-02-11

EFA ISHARES TR2.4K shares0.08%2025-12-312026-02-11

JLL JONES LANG LASALLE INC685 shares0.00%2025-12-312026-02-11

EVT EATON VANCE TAX ADVT DIV INC9.1K sharesnew addition2025-12-312026-02-11

TJX TJX COS INC NEW1.5K shares2.47%2025-12-312026-02-11

UNH UNITEDHEALTH GROUP INC658 shares-18.16%2025-12-312026-02-11

Sponsored

IBDT ISHARES TR8.2K shares0.00%2025-12-312026-02-11

IJT ISHARES TR1.5K shares0.00%2025-12-312026-02-11

HON HONEYWELL INTL INC1.1K shares0.09%2025-12-312026-02-11

USMV ISHARES TR2.2K shares0.00%2025-12-312026-02-11

NFLX NETFLIX INC2.2K shares785.08%2025-12-312026-02-11

VUG VANGUARD INDEX FDS420 sharesnew addition2025-12-312026-02-11

IEUR ISHARES TR2.8K sharesnew addition2025-12-312026-02-11

LHX L3HARRIS TECHNOLOGIES INC684 sharesnew addition2025-12-312026-02-11

Sponsored

NBXG NEUBERGER NEXT GENERATION13.3K sharesnew addition2025-12-312026-02-11

EXG EATON VANCE TAX-MANAGED GLOB14.7K sharesnew addition2025-12-312026-02-11

GCI USA TODAY CO INC20.8K shares-19.36%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

IVV Put PutISHARES TR7.5K sharesnew addition2025-12-312026-02-11