COOPER/HAIMS ADVISORS, LLC
•CIK: 1654033•Filing: Q4 2025
**COOPER/HAIMS ADVISORS, LLC** manages $220M across a diversified portfolio of 99 positions. The strategy exhibits significant allocation to broad market and sector ETFs, notably SCHE ($38.8M) and VGK ($23.5M). Key holdings also include core index trackers such as IVV ($19.4M) and SCHX ($11.6M), alongside tactical allocations in sectors like JCPB ($15.3M) and REET ($14.0M). This structure suggests a systematic, core-satellite approach emphasizing established market segments.
Total AUM
$220.0M
QoQ Performance
+2.8%
Positions
67
Top 10 Concentration
70.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHE
VGK
IVV
JCPB
REET
SCHX
SCHE17.7%
VGK10.7%
IVV8.8%
JCPB7.0%
REET6.4%
SCHX5.3%
BNDX4.3%
PAYX4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.8%
ETF12.0%
Technology7.5%
Financial1.5%
Consumer1.4%
Healthcare1.2%
Industrial0.6%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW16 new positions
↑41 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023