# EDGAR Filing Document

**Accession Number:** 0001654033
**File Stem:** 0001654033-23-000001
**Filing Date:** 2023-2
**Character Count:** 10524
**Document Hash:** aa98d299f5392d6c45a40e5ffcbff6b7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001654033-23-000001.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001654033-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COOPER/HAIMS ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001654033
- **IRS NUMBER:** 270036535
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18443
- **FILM NUMBER:** 23610324

**BUSINESS ADDRESS:**
- **STREET 1:** 50 SQUARE DRIVE
- **STREET 2:** SUITE 210
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564
- **BUSINESS PHONE:** (585)248-6400

**MAIL ADDRESS:**
- **STREET 1:** 50 SQUARE DRIVE
- **STREET 2:** SUITE 210
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** COOPER/HAIMS ADVISORS LLC<br>**Address:** 50 SQUARE DRIVE<br>SUITE 210<br>VICTOR, NY 14564

**Form 13F File Number:** 028-18443

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jared Haims<br>**Title:** Managing Principal - Administration<br>**Phone:** 585-248-6400

**Signature, Place, and Date of Signing:**

Jared Haims  Victor, NY  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 73

**Form 13F Information Table Value Total:** $140961

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1323 | 34910 | SH |  | SOLE |  | 0 | 0 | 34910 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 249 | 2338 | SH |  | SOLE |  | 0 | 0 | 2338 |
| STARBUCKS CORP | COM | 855244109 |  | 376 | 3794 | SH |  | SOLE |  | 0 | 0 | 3794 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 799 | 7241 | SH |  | SOLE |  | 0 | 0 | 7241 |
| PITNEY BOWES INC | COM | 724479100 |  | 45 | 11881 | SH |  | SOLE |  | 0 | 0 | 11881 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 206 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| MICROSOFT CORP | COM | 594918104 |  | 1521 | 6343 | SH |  | SOLE |  | 0 | 0 | 6343 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 9757 | 429647 | SH |  | SOLE |  | 0 | 0 | 429647 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9960 | 25923 | SH |  | SOLE |  | 0 | 0 | 25923 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 10146 | 213920 | SH |  | SOLE |  | 0 | 0 | 213920 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 644 | 9810 | SH |  | SOLE |  | 0 | 0 | 9810 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 581 | 1880 | SH |  | SOLE |  | 0 | 0 | 1880 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2506 | 50645 | SH |  | SOLE |  | 0 | 0 | 50645 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 274 | 3108 | SH |  | SOLE |  | 0 | 0 | 3108 |
| HONEYWELL INTL INC | COM | 438516106 |  | 282 | 1316 | SH |  | SOLE |  | 0 | 0 | 1316 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 23857 | 1007899 | SH |  | SOLE |  | 0 | 0 | 1007899 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 510 | 2201 | SH |  | SOLE |  | 0 | 0 | 2201 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 71 | 15500 | SH |  | SOLE |  | 0 | 0 | 15500 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 15972 | 288090 | SH |  | SOLE |  | 0 | 0 | 288090 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1179 | 6567 | SH |  | SOLE |  | 0 | 0 | 6567 |
| STRYKER CORPORATION | COM | 863667101 |  | 257 | 1053 | SH |  | SOLE |  | 0 | 0 | 1053 |
| MERCK  CO INC | COM | 58933Y105 |  | 328 | 2956 | SH |  | SOLE |  | 0 | 0 | 2956 |
| AMAZON COM INC | COM | 023135106 |  | 948 | 11290 | SH |  | SOLE |  | 0 | 0 | 11290 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 354 | 2637 | SH |  | SOLE |  | 0 | 0 | 2637 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 208 | 3919 | SH |  | SOLE |  | 0 | 0 | 3919 |
| VINTAGE WINE ESTATES INC | COM | 92747V106 |  | 33 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| TESLA INC | COM | 88160R101 |  | 277 | 2251 | SH |  | SOLE |  | 0 | 0 | 2251 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 267 | 1002 | SH |  | SOLE |  | 0 | 0 | 1002 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 8672 | 188807 | SH |  | SOLE |  | 0 | 0 | 188807 |
| GANNETT CO INC | COM | 36472T109 |  | 268 | 131825 | SH |  | SOLE |  | 0 | 0 | 131825 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 513 | 968 | SH |  | SOLE |  | 0 | 0 | 968 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 281 | 1923 | SH |  | SOLE |  | 0 | 0 | 1923 |
| COCA COLA CO | COM | 191216100 |  | 476 | 7477 | SH |  | SOLE |  | 0 | 0 | 7477 |
| PAYCHEX INC | COM | 704326107 |  | 8526 | 73783 | SH |  | SOLE |  | 0 | 0 | 73783 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 4782 | 104745 | SH |  | SOLE |  | 0 | 0 | 104745 |
| VISA INC | COM CL A | 92826C839 |  | 276 | 1327 | SH |  | SOLE |  | 0 | 0 | 1327 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 977 | 6431 | SH |  | SOLE |  | 0 | 0 | 6431 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 268 | 3251 | SH |  | SOLE |  | 0 | 0 | 3251 |
| PFIZER INC | COM | 717081103 |  | 266 | 5185 | SH |  | SOLE |  | 0 | 0 | 5185 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 215 | 617 | SH |  | SOLE |  | 0 | 0 | 617 |
| DISNEY WALT CO | COM | 254687106 |  | 307 | 3535 | SH |  | SOLE |  | 0 | 0 | 3535 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1967 | 48556 | SH |  | SOLE |  | 0 | 0 | 48556 |
| ABBVIE INC | COM | 00287Y109 |  | 644 | 3984 | SH |  | SOLE |  | 0 | 0 | 3984 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1599 | 49628 | SH |  | SOLE |  | 0 | 0 | 49628 |
| CORNING INC | COM | 219350105 |  | 216 | 6762 | SH |  | SOLE |  | 0 | 0 | 6762 |
| AMBEV SA | SPONSORED ADR | 02319V103 |  | 29 | 10595 | SH |  | SOLE |  | 0 | 0 | 10595 |
| PEPSICO INC | COM | 713448108 |  | 655 | 3626 | SH |  | SOLE |  | 0 | 0 | 3626 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 |  | 204 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 566 | 3205 | SH |  | SOLE |  | 0 | 0 | 3205 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 218 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1140 | 20521 | SH |  | SOLE |  | 0 | 0 | 20521 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 319 | 2105 | SH |  | SOLE |  | 0 | 0 | 2105 |
| EASTMAN CHEM CO | COM | 277432100 |  | 203 | 2493 | SH |  | SOLE |  | 0 | 0 | 2493 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 9327 | 206578 | SH |  | SOLE |  | 0 | 0 | 206578 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 653 | 3745 | SH |  | SOLE |  | 0 | 0 | 3745 |
| META PLATFORMS INC | CL A | 30303M102 |  | 350 | 2911 | SH |  | SOLE |  | 0 | 0 | 2911 |
| ABBOTT LABS | COM | 002824100 |  | 463 | 4216 | SH |  | SOLE |  | 0 | 0 | 4216 |
| GRAHAM CORP | COM | 384556106 |  | 339 | 35195 | SH |  | SOLE |  | 0 | 0 | 35195 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 217 | 2457 | SH |  | SOLE |  | 0 | 0 | 2457 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 785 | 11538 | SH |  | SOLE |  | 0 | 0 | 11538 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 716 | 3394 | SH |  | SOLE |  | 0 | 0 | 3394 |
| BK OF AMERICA CORP | COM | 060505104 |  | 282 | 8526 | SH |  | SOLE |  | 0 | 0 | 8526 |
| QUALCOMM INC | COM | 747525103 |  | 220 | 2001 | SH |  | SOLE |  | 0 | 0 | 2001 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1874 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 275 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| BROADSTONE NET LEASE INC | COM | 11135E203 |  | 1993 | 122951 | SH |  | SOLE |  | 0 | 0 | 122951 |
| UNION PAC CORP | COM | 907818108 |  | 266 | 1283 | SH |  | SOLE |  | 0 | 0 | 1283 |
| B  G FOODS INC NEW | COM | 05508R106 |  | 568 | 50900 | SH |  | SOLE |  | 0 | 0 | 50900 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 290 | 4424 | SH |  | SOLE |  | 0 | 0 | 4424 |
| APPLE INC | COM | 037833100 |  | 3297 | 25372 | SH |  | SOLE |  | 0 | 0 | 25372 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1642 | 4673 | SH |  | SOLE |  | 0 | 0 | 4673 |
| CATERPILLAR INC | COM | 149123101 |  | 470 | 1961 | SH |  | SOLE |  | 0 | 0 | 1961 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 417 | 2961 | SH |  | SOLE |  | 0 | 0 | 2961 |

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