Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COOPER/HAIMS ADVISORS, LLC (CIK 1654033) reported $212.5M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHE ($34.8M, 16.36%), VGK ($23.4M, 10.99%), IVV ($18.3M, 8.60%), JCPB ($15.2M, 7.17%), REET ($14.8M, 6.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHE | SCHWAB STRATEGIC TR | $34.8M | 16.36% | 1.1M | Trimmed |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | $23.4M | 10.99% | 283,390 | Added |
| 3 | IVV | ISHARES TR | $18.3M | 8.60% | 27,962 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $15.2M | 7.17% | 323,589 | Trimmed |
| 5 | REET | ISHARES TR | $14.8M | 6.97% | 589,225 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $10.8M | 5.09% | 421,757 | Trimmed |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $9.5M | 4.47% | 197,599 | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $8.1M | 3.80% | 161,873 | Trimmed |
| 9 | PAYX | PAYCHEX INC | $7.2M | 3.41% | 78,596 | Added |
| 10 | AAPL | APPLE INC | $5.8M | 2.74% | 22,974 | Added |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $4.1M | 1.91% | 152,889 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $3.9M | 1.82% | 6,473 | Added |
| 13 | SCHZ | SCHWAB STRATEGIC TR | $3.4M | 1.58% | 144,528 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.33% | 4,345 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.5M | 1.16% | 11,806 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.4M | 1.14% | 6,552 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.0M | 0.94% | 11,432 | Trimmed |
| 18 | SCHG | SCHWAB STRATEGIC TR | $2.0M | 0.94% | 68,517 | Trimmed |
| 19 | AVUS | AMERICAN CENTY ETF TR | $1.6M | 0.74% | 14,074 | Added |
| 20 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.66% | 48,278 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.62% | 6,086 | Hold |
| 22 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.60% | 4,314 | Added |
| 23 | SCHF | SCHWAB STRATEGIC TR | $1.2M | 0.58% | 49,798 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $1.2M | 0.56% | 5,723 | Trimmed |
| 25 | BNL | BROADSTONE NET LEASE INC | $1.1M | 0.54% | 62,395 | Added |
Source: SEC Form 13F filings · as of 2026-03-31