COOPER/HAIMS ADVISORS, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$203.0B
Holdings
85
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHESCHWAB STRATEGIC TR | 1,267,630 | $38.2B | 18.82% | |
| 2 | VGKVANGUARD INTL EQUITY INDEX F | 278,540 | $21.6B | 10.63% | |
| 3 | IVVISHARES TR | 27,568 | $17.1B | 8.43% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 301,687 | $14.2B | 6.99% | |
| 5 | REETISHARES TR | 517,646 | $12.8B | 6.30% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 448,281 | $11.0B | 5.40% | |
| 7 | PAYXPAYCHEX INC | 73,303 | $10.7B | 5.25% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 172,401 | $8.5B | 4.20% | |
| 9 | VTEBVANGUARD MUN BD FDS | 160,025 | $7.8B | 3.86% | |
| 10 | AAPLAPPLE INC | 24,350 | $5.0B | 2.46% | |
| 11 | KMTKENNAMETAL INC | 169,802 | $3.9B | 1.92% | |
| 12 | MSFTMICROSOFT CORP | 6,889 | $3.4B | 1.69% | |
| 13 | DFGRDIMENSIONAL ETF TRUST | 127,560 | $3.4B | 1.69% | |
| 14 | SCHZSCHWAB STRATEGIC TR | 141,445 | $3.3B | 1.62% | |
| 15 | VOOVANGUARD INDEX FDS | 4,948 | $2.8B | 1.38% | |
| 16 | SPYSPDR S&P 500 ETF TR | 4,529 | $2.8B | 1.38% | |
| 17 | SCHGSCHWAB STRATEGIC TR | 74,665 | $2.2B | 1.07% | |
| 18 | AMZNAMAZON COM INC | 9,916 | $2.2B | 1.07% | |
| 19 | NVDANVIDIA CORPORATION | 10,947 | $1.7B | 0.85% | |
| 20 | AVUSAMERICAN CENTY ETF TR | 13,967 | $1.4B | 0.69% | |
| 21 | SCHASCHWAB STRATEGIC TR | 50,352 | $1.3B | 0.63% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 6,086 | $1.2B | 0.61% | |
| 23 | BNLBROADSTONE NET LEASE INC | 74,649 | $1.2B | 0.59% | |
| 24 | SCHFSCHWAB STRATEGIC TR | 54,115 | $1.2B | 0.59% | |
| 25 | JPMJPMORGAN CHASE & CO. | 3,261 | $945.5M | 0.47% | |
| 26 | METAMETA PLATFORMS INC | 1,229 | $907.3M | 0.45% | |
| 27 | CVXCHEVRON CORP NEW | 6,154 | $881.3M | 0.43% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 2,879 | $848.8M | 0.42% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,643 | $798.1M | 0.39% | |
| 30 | IWMISHARES TR | 3,622 | $781.5M | 0.38% | |
| 31 | SCHMSCHWAB STRATEGIC TR | 23,363 | $655.3M | 0.32% | |
| 32 | CATCATERPILLAR INC | 1,601 | $621.6M | 0.31% | |
| 33 | GOOGLALPHABET INC | 3,405 | $600.1M | 0.30% | |
| 34 | EEMISHARES TR | 12,158 | $586.5M | 0.29% | |
| 35 | VVISA INC | 1,596 | $566.7M | 0.28% | |
| 36 | ABBVABBVIE INC | 3,020 | $560.5M | 0.28% | |
| 37 | NDQINVESCO QQQ TR | 944 | $520.8M | 0.26% | |
| 38 | ORCLORACLE CORP | 2,313 | $505.7M | 0.25% | |
| 39 | PGPROCTER AND GAMBLE CO | 3,123 | $497.6M | 0.25% | |
| 40 | AVDEAMERICAN CENTY ETF TR | 6,684 | $494.7M | 0.24% | |
| 41 | ABTABBOTT LABS | 3,616 | $491.8M | 0.24% | |
| 42 | STZCONSTELLATION BRANDS INC | 3,010 | $489.6M | 0.24% | |
| 43 | KOCOCA COLA CO | 6,424 | $454.5M | 0.22% | |
| 44 | PEPPEPSICO INC | 3,428 | $452.7M | 0.22% | |
| 45 | GOOGALPHABET INC | 2,482 | $440.3M | 0.22% | |
| 46 | BACBANK AMERICA CORP | 9,105 | $430.9M | 0.21% | |
| 47 | IWFISHARES TR | 1,008 | $427.9M | 0.21% | |
| 48 | NOWSERVICENOW INC | 369 | $379.4M | 0.19% | |
| 49 | BABAALIBABA GROUP HLDG LTD | 3,321 | $376.6M | 0.19% | |
| 50 | JNJJOHNSON & JOHNSON | 2,380 | $363.6M | 0.18% | |
| 51 | AVGOBROADCOM INC | 1,314 | $362.2M | 0.18% | |
| 52 | GLWCORNING INC | 6,862 | $360.9M | 0.18% | |
| 53 | SCHVSCHWAB STRATEGIC TR | 12,789 | $353.9M | 0.17% | |
| 54 | SBUXSTARBUCKS CORP | 3,749 | $343.5M | 0.17% | |
| 55 | DISDISNEY WALT CO | 2,709 | $335.9M | 0.17% | |
| 56 | DHRB & G FOODS INC NEW | 78,104 | $330.4M | 0.16% | |
| 57 | NFLXNETFLIX INC | 243 | $325.4M | 0.16% | |
| 58 | IYY*ISHARES TR | 2,153 | $324.8M | 0.16% | |
| 59 | SYKSTRYKER CORPORATION | 789 | $312.2M | 0.15% | |
| 60 | IBDRISHARES TR | 12,706 | $308.1M | 0.15% | |
| 61 | VOOGVANGUARD ADMIRAL FDS INC | 762 | $302.0M | 0.15% | |
| 62 | PBIPITNEY BOWES INC | 27,406 | $299.0M | 0.15% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 295 | $292.0M | 0.14% | |
| 64 | TQQQPROSHARES TR | 3,440 | $285.5M | 0.14% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 908 | $283.4M | 0.14% | |
| 66 | VNQVANGUARD INDEX FDS | 3,175 | $282.7M | 0.14% | |
| 67 | XOMEXXON MOBIL CORP | 2,537 | $273.5M | 0.13% | |
| 68 | IBDXISHARES TR | 10,407 | $263.1M | 0.13% | |
| 69 | GEGE AEROSPACE | 1,012 | $260.4M | 0.13% | |
| 70 | IBDSISHARES TR | 10,729 | $260.4M | 0.13% | |
| 71 | HONHONEYWELL INTL INC | 1,118 | $260.4M | 0.13% | |
| 72 | LLYELI LILLY & CO | 330 | $257.2M | 0.13% | |
| 73 | IBMOISHARES TR | 10,000 | $256.2M | 0.13% | |
| 74 | WMTWALMART INC | 2,471 | $241.6M | 0.12% | |
| 75 | MAMASTERCARD INCORPORATED | 416 | $233.8M | 0.12% | |
| 76 | EFAISHARES TR | 2,411 | $215.5M | 0.11% | |
| 77 | IIPRINNOVATIVE INDL PPTYS INC | 3,803 | $210.0M | 0.10% | |
| 78 | IBDTISHARES TR | 8,230 | $209.2M | 0.10% | |
| 79 | USMVISHARES TR | 2,194 | $206.0M | 0.10% | |
| 80 | TJXTJX COS INC NEW | 1,657 | $204.6M | 0.10% | |
| 81 | APDAIR PRODS & CHEMS INC | 715 | $201.7M | 0.10% | |
| 82 | VEUVANGUARD INTL EQUITY INDEX F | 3,000 | $201.7M | 0.10% | |
| 83 | TDAYGANNETT CO INC | 25,828 | $92.5M | 0.05% | |
| 84 | RIGTRANSOCEAN LTD | 11,000 | $28.5M | 0.01% | |
| 85 | TLRYEURTILRAY BRANDS INC | 42,250 | $17.5M | 0.01% |