COOPER/HAIMS ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Victor, NY
CIK
0001654033
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 176,396 SCHE, VGK, JCPB, BNDX 13F-HR 2/13/2024 000165403324000001
Q3 2023 78 128,533 SCHE, VGK, IVV, REET 13F-HR 11/9/2023 000165403323000010
Q2 2023 74 130,342 SCHE, VGK, IVV, REET 13F-HR 8/11/2023 000165403323000008
Q1 2023 71 124,943 SCHE, VGK, IVV, REET 13F-HR 5/12/2023 000165403323000005
Q4 2022 73 140,961 SCHE, VGK, BNDX, IVV 13F-HR 2/10/2023 000165403323000001
Q3 2022 68 120,764 SCHE, VGK, IVV, BNDX 13F-HR 11/1/2022 000165403322000004
Q2 2022 77 152,415 SCHE, VGK, BNDX, IVV 13F-HR 7/25/2022 000165403322000003
Q1 2022 79 153,412 SCHE, VGK, IVV, SCHX 13F-HR 5/9/2022 000165403322000002
Q4 2021 79 162,482 SCHE, VGK, SCHX, IVV 13F-HR 1/21/2022 000165403322000001
Q3 2021 81 165,907 SCHE, IVV, VGK, SCHX 13F-HR 10/21/2021 000165403321000004
Q2 2021 87 152,244 SCHE, VGK, SCHX, IVV 13F-HR 8/4/2021 000165403321000003
Q1 2021 79 141,341 SCHE, VGK, SCHX, SCHZ 13F-HR 4/28/2021 000178554521000004
Q4 2020 68 130,443 SCHE, SCHX, VGK, SCHZ 13F-HR 2/10/2021 000165403321000002
Q3 2020 59 121,379 SCHE, SCHX, SCHZ, VGK 13F-HR 11/5/2020 000178554520000007
Q2 2020 54 123,182 SCHX, SCHZ, SCHE, VGK 13F-HR 8/14/2020 000165403320000004
Q1 2020 44 114,896 SCHX, SCHZ, SCHE, VGK 13F-HR 5/13/2020 000165403320000003
Q4 2019 55 181,778 SCHX, SCHF, SCHZ, SCHE 13F-HR 2/11/2020 000165403320000002
Q3 2019 52 163,805 SCHX, SCHF, SCHZ, SCHE 13F-HR 11/7/2019 000121465919006940
Q2 2019 53 160,928 SCHX, SCHF, SCHZ, SCHE 13F-HR 7/26/2019 000121465919004771
Q1 2019 57 156,967 SCHX, SCHF, SCHZ, SCHE RESTATEMENT 4/29/2019 000121465919002997
Q4 2018 59 144,795 SCHX, SCHZ, SCHF, SCHE 13F-HR 1/25/2019 000121465919000524
Q3 2018 57 145,201 SCHF, SCHZ, SCHX, SCHE 13F-HR 11/9/2018 000165403318000004
Q2 2018 58 135,244 SCHF, SCHZ, SCHE, SCHX 13F-HR 8/1/2018 000165403318000003
Q1 2018 48 113,503 SCHZ, SCHE, SCHF, IVV 13F-HR 5/2/2018 000165403318000002
Q4 2017 56 108,055 SCHE, SCHZ, SCHF, IVV 13F-HR 2/13/2018 000165403318000001
Additional filings from Cooper/Haims Advisors, LLC that have since been restated