COOPER/HAIMS ADVISORS, LLC: 13F holdings
CIK 16540332026Q2
| Positions | 115 |
|---|---|
| Reported value | $232.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHE SCHWAB STRATEGIC TR | 992,925 | $36.0m | 15.5% |
| VGK VANGUARD INTL EQUITY INDEX F | 285,793 | $25.3m | 10.9% |
| IVV ISHARES TR | 27,945 | $20.9m | 9.0% |
| REET ISHARES TR | 600,310 | $16.6m | 7.1% |
| JCPB J P MORGAN EXCHANGE TRADED F | 322,008 | $15.1m | 6.5% |
| SCHX SCHWAB STRATEGIC TR | 414,073 | $12.2m | 5.2% |
| BNDX VANGUARD CHARLOTTE FDS | 200,030 | $9.7m | 4.2% |
| VTEB VANGUARD MUN BD FDS | 147,219 | $7.4m | 3.2% |
| AAPL APPLE INC | 22,201 | $6.4m | 2.8% |
| PAYX PAYCHEX INC | 61,616 | $6.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1654033")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.