COOPER/HAIMS ADVISORS, LLC has disclosed 85 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $182.00 Mil. The turnover rate is 8%.
In COOPER/HAIMS ADVISORS, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Schwab Emerging Markets Equity ETF (SCHE), Vanguard FTSE Europe ETF (VGK), iShares Core S&P 500 ETF (IVV), iShares Global REIT ETF (REET), JPMorgan Core Plus Bond ETF (JCPB), not including call and put options.
COOPER/HAIMS ADVISORS, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for COOPER/HAIMS ADVISORS, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for COOPER/HAIMS ADVISORS, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for COOPER/HAIMS ADVISORS, LLC.