Avoid Fraud, Get The Facts, And Find The Best
Legal Name: COOPER/HAIMS ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 26, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524201)
|
565,946 |
$39,724k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
757,714 |
$24,315k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
440,818 |
$23,363k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
767,263 |
$20,133k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
237,563 |
$13,042k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
34,437 |
$10,150k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
58,729 |
$4,198k |
|
|
ISHARES (464287465)
|
51,849 |
$3,408k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
27,944 |
$2,325k |
|
|
Apple Inc (037833100)
|
8,507 |
$1,684k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,431 |
$1,298k |
|
|
Amazon.com Inc (023135106)
|
497 |
$941k |
|
|
Chevron Corp (166764100)
|
7,128 |
$887k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
3,281 |
$883k |
|
|
B & G FOODS INC (05508R106)
|
41,120 |
$855k |
|
|
VANGUARD GROUP (921908844)
|
7,120 |
$820k |
|
|
MICROSOFT CORP (594918104)
|
5,293 |
$709k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
12,176 |
$695k |
|
|
Welbilt Inc. (949090104)
|
37,612 |
$628k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,873 |
$602k |
|
|
Vanguard S&P 500 Growth (921932505)
|
3,387 |
$546k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,100 |
$432k |
|
|
PEPSICO INC (713448108)
|
3,288 |
$431k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,088 |
$426k |
|
|
Facebook Inc (30303M102)
|
2,080 |
$401k |
|
|
HONEYWELL INTL INC (438516106)
|
2,269 |
$396k |
|
|
REALTY INCOME CORP (756109104)
|
5,697 |
$393k |
|
|
COCA-COLA CO (191216100)
|
7,680 |
$391k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,323 |
$389k |
|
|
GRAHAM CORP (384556106)
|
17,977 |
$363k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
5,777 |
$355k |
|
|
KEYCORP (493267108)
|
19,888 |
$353k |
|
|
ABBVIE INC (00287Y109)
|
4,818 |
$350k |
|
|
ISHARES TR (464287846)
|
2,321 |
$339k |
|
|
Exxon Mobil Corp (30231G102)
|
4,234 |
$324k |
|
|
INTEL CORP (458140100)
|
6,453 |
$309k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,485 |
$292k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
5,063 |
$290k |
|
|
PAYCHEX INC (704326107)
|
3,425 |
$282k |
|
|
Bank of America Corp. (060505104)
|
9,691 |
$281k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
5,453 |
$278k |
|
|
DISNEY WALT CO (254687106)
|
1,899 |
$265k |
|
|
ABBOTT LABS (002824100)
|
3,116 |
$262k |
|
|
ALPHABET INC (02079K305)
|
227 |
$246k |
|
|
VISA INC COM CL A (92826C839)
|
1,420 |
$246k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,018 |
$230k |
|
|
STARBUCKS CORP (855244109)
|
2,694 |
$226k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,049 |
$225k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,538 |
$222k |
|
|
SUNTRUST BANKS INC (867914103)
|
3,492 |
$219k |
|
|
Caterpillar Inc (149123101)
|
1,567 |
$214k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,851 |
$207k |
|
|
AMBEV SA (02319V103)
|
18,291 |
$85k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.