COOPER/HAIMS ADVISORS, LLC
CIK 0001654033 · VICTOR, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$232.4M
2026 Q2
Positions
116
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHE
SCHWAB STRATEGIC TR
15.5%
VGK
VANGUARD INTL EQUITY INDEX F
10.9%
IVV
ISHARES TR
9.0%
REET
ISHARES TR
7.1%
JCPB
J P MORGAN EXCHANGE TRADED F
6.5%
SCHX
SCHWAB STRATEGIC TR
5.2%
BNDX
VANGUARD CHARLOTTE FDS
4.2%
VTEB
VANGUARD MUN BD FDS
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.