§ 13F · FUND PROFILE
COOPER/HAIMS ADVISORS, LLC.
AUM · $232M (13F)Positions · 116Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHE | SCHWAB STRATEGIC TR | 993K | $36M | 15.5% | −6% |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | 286K | $25M | 10.9% | +1% |
| 3 | IVV | ISHARES TR | 28K | $21M | 9.0% | ±0% |
| 4 | REET | ISHARES TR | 600K | $17M | 7.1% | +2% |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 322K | $15M | 6.5% | ±0% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 414K | $12M | 5.2% | −2% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 200K | $10M | 4.2% | +1% |
| 8 | VTEB | VANGUARD MUN BD FDS | 147K | $7M | 3.2% | −9% |
| 9 | AAPL | APPLE INC | 22K | $6M | 2.8% | −3% |
| 10 | PAYX | PAYCHEX INC | 62K | $6M | 2.6% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COOPER/HAIMS SIGNAL
AC read
COOPER/HAIMS ADVISORS, LLC is a Other fund managing $232 million in assets. The fund runs a portfolio of 116 positions.
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