COOPER/HAIMS ADVISORS, LLC - Portfolio overview

COOPER/HAIMS ADVISORS, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHE - SCHWAB STRATEGIC TR, 16.01%
2. VGK - VANGUARD INTL EQUITY INDEX F, 10.75%
3. IVV - ISHARES TR, 8.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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