CH

COOPER/HAIMS ADVISORS, LLC

13F
COOPER/HAIMS ADVISORS, LLC
Last update 2024-11-12 85 Stocks (7 new)
Value $182.00 Mil Turnover 8 %
Countries:
Top Holdings: SCHE(19.68%)VGK(10.79%)IVV(7.60%)REET(6.89%)JCPB(5.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
COOPER/HAIMS ADVISORS, LLC Top Holdings of 2024-09-30 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
1,226,413
35786.740
+1.59%
19.680
+0.31%
0.370
-8.75%
-2.55%
8838.570
 
VGK 		Vanguard FTSE Europe ETF
276,038
19626.270
+1.10%
10.790
+0.12%
0.090
-7.40%
-0.11%
18690.431
 
IVV 		iShares Core S&P 500 ETF
23,959
13820.010
-0.50%
7.600
-0.04%
0.000
+1.13%
-0.91%
580036.558
 
REET 		iShares Global REIT ETF
469,612
12533.950
+1.65%
6.890
+0.11%
0.310
-8.13%
-3.05%
3578.274
 
JCPB 		JPMorgan Core Plus Bond ETF
212,441
10248.150
+5.56%
5.640
+0.30%
0.220
-2.32%
-0.94%
4892.072
 
SCHX 		Schwab U.S. Large-Cap ETF
452,961
10244.480
+196.75%
5.630
+3.73%
0.010
+1.66%
-0.69%
51176.913
 
PAYX 		Paychex Inc
73,453
9856.660
-0.07%
5.420
0%
0.020
+0.50%
-0.83%
50070.371
Software
BNDX 		Vanguard Total International Bond ETF
161,948
8142.770
+1.23%
4.480
+0.05%
0.010
-0.58%
-1.06%
60738.923
 
VTEB 		Vanguard Tax-Exempt Bond ETF
122,012
6237.270
+1.42%
3.430
+0.05%
0.020
-1.49%
-0.84%
34867.418
 
AAPL 		Apple Inc
24,143
5625.430
-23.46%
3.090
-0.88%
0.000
+3.52%
-5.42%
3580182.678
Hardware

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
JCPB 		JPMorgan Core Plus Bond ETF2023-12-31Add
+5.88%
●
43.49 ($45.15) 47.47
$45.63
1.07%
Add 224.57%
318,579
220,425
VTEB 		Vanguard Tax-Exempt Bond ETF2023-12-31New Buy
+5.75%
●
47.36 ($49.03) 51.14
$49.71
1.39%
New holding
198,704
198,704
JCPB 		JPMorgan Core Plus Bond ETF2023-03-31Reduce
-4.97%
●
45.69 ($46.64) 47.58
$45.63
-2.15%
Reduce -80.77%
36,305
-152,502
BNDX 		Vanguard Total International Bond ETF2023-03-31Reduce
-4.45%
●
47.38 ($48.24) 49.09
$48.53
0.60%
Reduce -61.81%
81,705
-132,215
BNDX 		Vanguard Total International Bond ETF2023-12-31Add
+4.40%
●
47.38 ($48.69) 50.85
$48.53
-0.33%
Add 159%
256,222
157,293
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+3.73%
●
20.37 ($21.79) 22.62
$23.02
5.64%
Add 196.75%
452,961
100,106
JCPB 		JPMorgan Core Plus Bond ETF2024-03-31Reduce
-3.09%
●
46 ($46.52) 47.18
$45.63
-1.90%
Reduce -36.41%
202,589
-115,990
BNDX 		Vanguard Total International Bond ETF2024-03-31Reduce
-2.63%
●
48.47 ($48.86) 49.33
$48.53
-0.68%
Reduce -36.67%
162,262
-93,960
NVDA 		NVIDIA Corp2024-09-30Reduce
-2.51%
●
98.91 ($118.12) 134.91
$135.91
15.06%
Reduce -75.32%
11,862
-36,209
DFGR 		Dimensional Global Real Estate ETF2023-12-31New Buy
+2.47%
●
21.17 ($23.44) 26.32
$24.73
5.50%
New holding
167,436
167,436

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 2024-09-30

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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