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The Analysis of COOPER/HAIMS ADVISORS, LLC's Holdings & P&L

Currently, COOPER/HAIMS ADVISORS, LLC holds 103 types of securities in its portfolio with a total value $212.5M. In the most recent quarter, they have increased their positions in REET (+26.5K shares, valued at $665.6K), N/A (+7.3K shares, valued at $327.2K), MTB (+1.4K shares, valued at $290.0K); decreased their positions in SCHE (-130.8K shares, valued at $4.3M), SCHX (-9.2K shares, valued at $236.8K), VTEB (-4.7K shares, valued at $233.4K); initiated new positions in MTB (+1.4K shares, valued at $290.0K), SLV (+4.0K shares, valued at $270.9K), GEV (+302 shares, valued at $263.6K).

1M P&L

+4.5M+2.08%

3M P&L

+2.4M+1.10%

HY P&L

+11.2M+5.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A171.1M

81.3%

2Software - Application9.1M

4.3%

3Consumer Electronics6.2M

2.9%

Top Industries by Stock Count

1N/A49 stocks

55.1%

2Drug Manufacturers - General3 stocks

3.4%

3Semiconductors2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHE SCHWAB STRATEGIC TR1.1M shares-11.03%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F283.4K shares0.88%2026-03-312026-05-12

IVV ISHARES TR28.0K shares-1.17%2026-03-312026-05-12

JCPB J P MORGAN EXCHANGE TRADED F323.6K shares-0.14%2026-03-312026-05-12

REET ISHARES TR589.2K shares4.70%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR421.8K shares-2.14%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS197.6K shares1.80%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS161.9K shares-2.81%2026-03-312026-05-12

Sponsored

PAYX PAYCHEX INC78.6K shares0.06%2026-03-312026-05-12

AAPL APPLE INC23.0K shares0.92%2026-03-312026-05-12

DFGR DIMENSIONAL ETF TRUST152.9K shares4.11%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares0.17%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR144.5K shares-1.86%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T4.3K shares-2.29%2026-03-312026-05-12

AMZN AMAZON COM INC11.8K shares10.43%2026-03-312026-05-12

MSFT MICROSOFT CORP6.6K shares-7.42%2026-03-312026-05-12

Sponsored

SCHG SCHWAB STRATEGIC TR68.5K shares-7.44%2026-03-312026-05-12

NVDA NVIDIA CORPORATION11.4K shares-0.68%2026-03-312026-05-12

AVUS AMERICAN CENTY ETF TR14.1K shares0.21%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR48.3K shares-1.47%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO4.3K shares27.78%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR49.8K shares-5.07%2026-03-312026-05-12

CVX CHEVRON CORPORATION5.7K shares-2.74%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC1.6K shares3.04%2026-03-312026-05-12

BNL BROADSTONE NET LEASE INC62.4K shares0.46%2026-03-312026-05-12

XOM EXXON MOBIL CORP6.7K shares0.97%2026-03-312026-05-12

GLW CORNING INC7.4K shares0.27%2026-03-312026-05-12

ITOT ISHARES TR7.0K shares6.86%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.3K shares-6.33%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.2K shares11.93%2026-03-312026-05-12

IWM ISHARES TR3.6K shares0.00%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares-2.87%2026-03-312026-05-12

ETFS GOLD TR ETFS GOLD TR17.0K shares75.84%2026-03-312026-05-12

VB VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR23.6K shares0.73%2026-03-312026-05-12

EEM ISHARES TR12.5K shares-6.00%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC1.2K shares-10.91%2026-03-312026-05-12

ABBV ABBVIE INC2.8K shares1.58%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON2.4K shares2.57%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR6.5K shares0.00%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR6.8K shares0.12%2026-03-312026-05-12

V VISA INC1.8K shares0.00%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR923 shares-2.43%2026-03-312026-05-12

PEP PEPSICO INC3.3K shares-2.95%2026-03-312026-05-12

WMT WALMART INC3.8K shares59.47%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.5K shares22.37%2026-03-312026-05-12

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.6K shares0.83%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.1K shares5.56%2026-03-312026-05-12

KO COCA COLA CO5.9K shares2.09%2026-03-312026-05-12

BAC BANK AMERICA CORP9.1K shares4.02%2026-03-312026-05-12

IWF ISHARES TR1.0K shares0.00%2026-03-312026-05-12

BGS B & G FOODS INC84.0K shares0.00%2026-03-312026-05-12

BABA ALIBABA GROUP HLDG LTD3.2K shares-5.61%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR13.1K shares-10.87%2026-03-312026-05-12

Sponsored

VTI VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-12

VONE VANGUARD SCOTTSDALE FDS1.3K shares0.00%2026-03-312026-05-12

STZ CONSTELLATION BRANDS INC2.5K shares-24.41%2026-03-312026-05-12

JVAL J P MORGAN EXCHANGE TRADED F7.7K shares5.69%2026-03-312026-05-12

ABT ABBOTT LABORATORIES3.4K shares0.00%2026-03-312026-05-12

IBDR ISHARES TR12.7K shares0.00%2026-03-312026-05-12

TJX TJX COS INC NEW1.9K shares32.58%2026-03-312026-05-12

INTC INTEL CORP7.0K shares8.37%2026-03-312026-05-12

Sponsored

IYY ISHARES TR1.9K shares-5.82%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC748 shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO330 shares10.00%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION301 shares-0.66%2026-03-312026-05-12

ORCL ORACLE CORP2.0K shares-1.13%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC2.5K shares2.08%2026-03-312026-05-12

IXUS ISHARES TR3.4K shares7.78%2026-03-312026-05-12

MTB M & T BK CORP1.4K sharesnew addition2026-03-312026-05-12

Sponsored

GLD SPDR GOLD TR662 shares2.32%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS3.1K shares-0.85%2026-03-312026-05-12

SLV ISHARES SILVER TR4.0K sharesnew addition2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE937 shares-1.47%2026-03-312026-05-12

GEV GE VERNOVA INC302 sharesnew addition2026-03-312026-05-12

IBDX ISHARES TR10.4K shares0.00%2026-03-312026-05-12

IBDS ISHARES TR10.7K shares0.00%2026-03-312026-05-12

SYK STRYKER CORPORATION789 shares0.00%2026-03-312026-05-12

Sponsored

IBMO ISHARES TR10.0K shares0.00%2026-03-312026-05-12

EFA ISHARES TR2.5K shares3.32%2026-03-312026-05-12

HON HONEYWELL INTL INC1.1K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO2.4K shares12.18%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F3.1K shares-26.41%2026-03-312026-05-12

EVT EATON VANCE TAX ADVT DIV INC9.1K shares0.00%2026-03-312026-05-12

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC634 shares-7.31%2026-03-312026-05-12

Sponsored

APD AIR PRODUCTS AND CHEMICALS I743 sharesnew addition2026-03-312026-05-12

WWD WOODWARD INC600 sharesnew addition2026-03-312026-05-12

PBI PITNEY BOWES INC19.4K shares-13.39%2026-03-312026-05-12

IJT ISHARES TR1.5K shares0.00%2026-03-312026-05-12

IIPR INNOVATIVE INDL PPTYS INC4.2K sharesnew addition2026-03-312026-05-12

IBDT ISHARES TR8.2K shares0.00%2026-03-312026-05-12

JLL JONES LANG LASALLE INC685 shares0.00%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-05-12

Sponsored

USMV ISHARES TR2.2K shares0.00%2026-03-312026-05-12

TMP TOMPKINS FINL CORP2.6K sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED406 shares-2.40%2026-03-312026-05-12

EMN EASTMAN CHEM CO2.7K sharesnew addition2026-03-312026-05-12

KIO KKR INCOME OPPORTUNITIES FD13.3K sharesnew addition2026-03-312026-05-12

EXG EATON VANCE TAX-MANAGED GLOB14.7K shares0.00%2026-03-312026-05-12

TRX GOLD CORPORATION TRX GOLD CORPORATION29.5K sharesnew addition2026-03-312026-05-12

SCHE

SCHWAB STRATEGIC TR

-11.03%

Shares1.1M

Event2026-03-31

Filed2026-05-12

VGK

VANGUARD INTL EQUITY INDEX F

0.88%

Shares283.4K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-1.17%

Shares28.0K

Event2026-03-31

Filed2026-05-12

JCPB

J P MORGAN EXCHANGE TRADED F

-0.14%

Shares323.6K

Event2026-03-31

Filed2026-05-12

REET

ISHARES TR

4.70%

Shares589.2K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-2.14%

Shares421.8K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

1.80%

Shares197.6K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-2.81%

Shares161.9K

Event2026-03-31

Filed2026-05-12

PAYX

PAYCHEX INC

0.06%

Shares78.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.92%

Shares23.0K

Event2026-03-31

Filed2026-05-12

DFGR

DIMENSIONAL ETF TRUST

4.11%

Shares152.9K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.17%

Shares6.5K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

-1.86%

Shares144.5K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-2.29%

Shares4.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

10.43%

Shares11.8K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-7.42%

Shares6.6K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-7.44%

Shares68.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-0.68%

Shares11.4K

Event2026-03-31

Filed2026-05-12

AVUS

AMERICAN CENTY ETF TR

0.21%

Shares14.1K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-1.47%

Shares48.3K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

27.78%

Shares4.3K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

-5.07%

Shares49.8K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-2.74%

Shares5.7K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

3.04%

Shares1.6K

Event2026-03-31

Filed2026-05-12

BNL

BROADSTONE NET LEASE INC

0.46%

Shares62.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.97%

Shares6.7K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

0.27%

Shares7.4K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

6.86%

Shares7.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-6.33%

Shares3.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

11.93%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-2.87%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ETFS GOLD TR

75.84%

Shares17.0K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

0.73%

Shares23.6K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

-6.00%

Shares12.5K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12