CH

COOPER/HAIMS ADVISORS, LLC

13F
COOPER/HAIMS ADVISORS, LLC
Last update 2025-05-09 79 Stocks (3 new)
Value $184.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHE(18.55%)VGK(10.57%)IVV(7.22%)REET(6.56%)JCPB(6.49%)
Summary Stock Picks Current Portfolio
COOPER/HAIMS ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHE 		Schwab Emerging Markets Equity ETF
1,241,318
34,223.1
+1.58%
18.550
+0.29%
0.360
+7.08%
+8.41%
9,833.1
 
VGK 		Vanguard FTSE Europe ETF
277,829
19,506.4
-0.20%
10.570
-0.02%
0.110
+8.47%
+21.57%
23,408.8
 
IVV 		iShares Core S&P 500 ETF
23,697
13,315.3
-0.96%
7.220
-0.08%
0.000
+2.39%
+2.06%
588,303.5
 
REET 		iShares Global REIT ETF
499,191
12,110.4
+4.19%
6.560
+0.26%
0.320
-0.61%
+3.95%
3,910.1
 
JCPB 		JPMorgan Core Plus Bond ETF
254,615
11,977.1
+0.02%
6.490
0%
0.190
-0.77%
+2.35%
6,456.7
 
PAYX 		Paychex Inc
73,303
11,309.2
-0.20%
6.130
-0.01%
0.020
+3.92%
+14.42%
57,000.2
Software
SCHX 		Schwab U.S. Large-Cap ETF
442,616
9,773.0
-0.38%
5.300
-0.02%
0.020
+2.51%
+2.11%
54,320.1
 
BNDX 		Vanguard Total International Bond ETF
167,913
8,197.5
+1.16%
4.440
+0.05%
0.010
+0.59%
+1.57%
65,002.0
 
KMT 		Kennametal Inc
349,928
7,453.5
New Holding
4.040
+4.04%
0.460
+1.30%
-8.76%
1,640.5
Industrial Products
VTEB 		Vanguard Tax-Exempt Bond ETF
121,165
6,012.2
-0.11%
3.260
0%
0.020
-2.94%
-1.78%
35,608.9
 

COOPER/HAIMS ADVISORS, LLC's Historical Top Holdings Breakdowns

COOPER/HAIMS ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KMT 		Kennametal Inc2025-03-31New Buy
+4.04%
●
21 ($22.7) 24.68
$21.52
-5.20%
New holding
349,928
349,928
SCHZ 		Schwab US Aggregate Bond ETF2025-03-31Reduce
-0.34%
●
22.46 ($22.91) 23.26
$22.82
-0.39%
Reduce -19.95%
106,102
-26,447
SCHE 		Schwab Emerging Markets Equity ETF2025-03-31Add
+0.29%
●
25.81 ($27.37) 28.52
$28.87
5.48%
Add 1.58%
1,241,318
19,305
REET 		iShares Global REIT ETF2025-03-31Add
+0.26%
●
23.24 ($24.35) 25.13
$24.79
1.81%
Add 4.19%
499,191
20,053
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.22%
●
190.26 ($217) 242.06
$205.71
-5.20%
Reduce -16.08%
9,291
-1,780
AAPL 		Apple Inc2025-03-31Reduce
-0.15%
●
209.68 ($231.67) 247.1
$203.27
-12.26%
Reduce -4.41%
22,767
-1,050
LHX 		L3Harris Technologies Inc2025-03-31New Buy
+0.13%
●
194.65 ($209.61) 222.86
$243.19
16.02%
New holding
1,169
1,169
AVGO 		Broadcom Inc2025-03-31Sold Out
-0.13%
●
167.43 ($211.65) 244.7
$256.85
21.36%
Sold Out
0
-993
DFGR 		Dimensional Global Real Estate ETF2025-03-31Add
+0.12%
●
24.73 ($26.06) 26.89
$26.78
2.76%
Add 7.31%
123,512
8,417
MMM 		3M Co2025-03-31Sold Out
-0.12%
●
129.7 ($146.92) 155.12
$148.13
0.82%
Sold Out
0
-1,631

COOPER/HAIMS ADVISORS, LLC Total Holding History ($B)

To

COOPER/HAIMS ADVISORS, LLC's Asset Allocation

To

COOPER/HAIMS ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

COOPER/HAIMS ADVISORS, LLC's Hypothetical Growth since 2025-03-31

COOPER/HAIMS ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

COOPER/HAIMS ADVISORS, LLC's Holdings Heat Map

Size field:

COOPER/HAIMS ADVISORS, LLC's Holdings Bubble Chart

COOPER/HAIMS ADVISORS, LLC News

  • 1

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