COOPER/HAIMS ADVISORS, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$184.5B
Holdings
79
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHESCHWAB STRATEGIC TR | 1,241,318 | $34.2B | 18.55% | |
| 2 | VGKVANGUARD INTL EQUITY INDEX F | 277,829 | $19.5B | 10.57% | |
| 3 | IVVISHARES TR | 23,697 | $13.3B | 7.22% | |
| 4 | REETISHARES TR | 499,191 | $12.1B | 6.56% | |
| 5 | JCPBJ P MORGAN EXCHANGE TRADED F | 254,615 | $12.0B | 6.49% | |
| 6 | PAYXPAYCHEX INC | 73,303 | $11.3B | 6.13% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 442,616 | $9.8B | 5.30% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 167,913 | $8.2B | 4.44% | |
| 9 | KMTKENNAMETAL INC | 349,928 | $7.5B | 4.04% | |
| 10 | VTEBVANGUARD MUN BD FDS | 121,165 | $6.0B | 3.26% | |
| 11 | AAPLAPPLE INC | 22,767 | $5.1B | 2.74% | |
| 12 | DFGRDIMENSIONAL ETF TRUST | 123,512 | $3.2B | 1.76% | |
| 13 | MSFTMICROSOFT CORP | 6,723 | $2.5B | 1.37% | |
| 14 | SPYSPDR S&P 500 ETF TR | 4,461 | $2.5B | 1.35% | |
| 15 | SCHZSCHWAB STRATEGIC TR | 106,102 | $2.5B | 1.33% | |
| 16 | VOOVANGUARD INDEX FDS | 4,773 | $2.5B | 1.33% | |
| 17 | SCHGSCHWAB STRATEGIC TR | 74,864 | $1.9B | 1.02% | |
| 18 | AMZNAMAZON COM INC | 9,291 | $1.8B | 0.96% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 13,924 | $1.3B | 0.70% | |
| 20 | BNLBROADSTONE NET LEASE INC | 74,196 | $1.3B | 0.69% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 6,086 | $1.2B | 0.64% | |
| 22 | SCHASCHWAB STRATEGIC TR | 50,368 | $1.2B | 0.64% | |
| 23 | NVDANVIDIA CORPORATION | 10,807 | $1.2B | 0.63% | |
| 24 | SCHFSCHWAB STRATEGIC TR | 58,637 | $1.2B | 0.63% | |
| 25 | CVXCHEVRON CORP NEW | 6,107 | $1.0B | 0.55% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,521 | $810.1M | 0.44% | |
| 27 | JPMJPMORGAN CHASE & CO. | 3,048 | $747.6M | 0.41% | |
| 28 | IWMISHARES TR | 3,621 | $722.4M | 0.39% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 2,878 | $715.7M | 0.39% | |
| 30 | METAMETA PLATFORMS INC | 1,173 | $676.2M | 0.37% | |
| 31 | ABBVABBVIE INC | 2,934 | $614.6M | 0.33% | |
| 32 | SCHMSCHWAB STRATEGIC TR | 23,163 | $606.9M | 0.33% | |
| 33 | STZCONSTELLATION BRANDS INC | 3,075 | $564.2M | 0.31% | |
| 34 | CATCATERPILLAR INC | 1,636 | $539.5M | 0.29% | |
| 35 | DHRB & G FOODS INC NEW | 78,104 | $536.6M | 0.29% | |
| 36 | VVISA INC | 1,516 | $531.3M | 0.29% | |
| 37 | EEMISHARES TR | 12,149 | $530.9M | 0.29% | |
| 38 | GOOGLALPHABET INC | 3,371 | $521.3M | 0.28% | |
| 39 | PEPPEPSICO INC | 3,393 | $508.8M | 0.28% | |
| 40 | PGPROCTER AND GAMBLE CO | 2,947 | $502.2M | 0.27% | |
| 41 | ABTABBOTT LABS | 3,616 | $479.7M | 0.26% | |
| 42 | KOCOCA COLA CO | 6,422 | $460.0M | 0.25% | |
| 43 | AVDEAMERICAN CENTY ETF TR | 6,572 | $435.5M | 0.24% | |
| 44 | NDQINVESCO QQQ TR | 919 | $430.9M | 0.23% | |
| 45 | BABAALIBABA GROUP HLDG LTD | 3,247 | $429.4M | 0.23% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 768 | $402.3M | 0.22% | |
| 47 | JNJJOHNSON & JOHNSON | 2,338 | $387.8M | 0.21% | |
| 48 | BACBANK AMERICA CORP | 9,103 | $379.9M | 0.21% | |
| 49 | IWFISHARES TR | 1,008 | $363.9M | 0.20% | |
| 50 | GOOGALPHABET INC | 2,295 | $358.5M | 0.19% | |
| 51 | SBUXSTARBUCKS CORP | 3,639 | $356.9M | 0.19% | |
| 52 | SCHVSCHWAB STRATEGIC TR | 12,689 | $337.3M | 0.18% | |
| 53 | GLWCORNING INC | 7,262 | $332.5M | 0.18% | |
| 54 | SYKSTRYKER CORPORATION | 859 | $319.8M | 0.17% | |
| 55 | ORCLORACLE CORP | 2,218 | $310.1M | 0.17% | |
| 56 | IBDRISHARES TR | 12,706 | $307.6M | 0.17% | |
| 57 | XOMEXXON MOBIL CORP | 2,542 | $302.3M | 0.16% | |
| 58 | IYY*ISHARES TR | 2,153 | $293.0M | 0.16% | |
| 59 | VNQVANGUARD INDEX FDS | 3,163 | $286.4M | 0.16% | |
| 60 | DISDISNEY WALT CO | 2,753 | $271.7M | 0.15% | |
| 61 | NOWSERVICENOW INC | 337 | $268.3M | 0.15% | |
| 62 | IBDXISHARES TR | 10,407 | $260.1M | 0.14% | |
| 63 | IBDSISHARES TR | 10,729 | $259.4M | 0.14% | |
| 64 | PBIPITNEY BOWES INC | 28,485 | $257.8M | 0.14% | |
| 65 | IBMOISHARES TR | 10,000 | $255.6M | 0.14% | |
| 66 | VOOGVANGUARD ADMIRAL FDS INC | 762 | $254.8M | 0.14% | |
| 67 | HONHONEYWELL INTL INC | 1,190 | $251.9M | 0.14% | |
| 68 | LHXL3HARRIS TECHNOLOGIES INC | 1,169 | $244.7M | 0.13% | |
| 69 | EMNEASTMAN CHEM CO | 2,658 | $234.2M | 0.13% | |
| 70 | MAMASTERCARD INCORPORATED | 421 | $230.8M | 0.13% | |
| 71 | MRKMERCK & CO INC | 2,485 | $223.1M | 0.12% | |
| 72 | APDAIR PRODS & CHEMS INC | 715 | $210.9M | 0.11% | |
| 73 | IBDTISHARES TR | 8,230 | $207.9M | 0.11% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 218 | $206.2M | 0.11% | |
| 75 | USMVISHARES TR | 2,194 | $205.5M | 0.11% | |
| 76 | GHMGRAHAM CORP | 6,984 | $201.3M | 0.11% | |
| 77 | GEGE AEROSPACE | 1,001 | $200.4M | 0.11% | |
| 78 | TDAYGANNETT CO INC | 25,828 | $74.6M | 0.04% | |
| 79 | RIGTRANSOCEAN LTD | 11,000 | $34.9M | 0.02% |