# EDGAR Filing Document

**Accession Number:** 0001654033
**File Stem:** 0001654033-25-000009
**Filing Date:** 2025-8
**Character Count:** 11956
**Document Hash:** 43b2976ca6faeda71aa60f3a97e93792
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001654033-25-000009.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001654033-25-000009

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COOPER/HAIMS ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001654033

**ORGANIZATION NAME:**
- **EIN:** 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:** 251205000

**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:** 06-30-2025

**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:** Daniel Jones<br>**Title:** Managing Director - Cooper Haims<br>**Phone:** 5852486400

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

Daniel Jones  Victor, NY  08-12-2025<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:** 85

**Form 13F Information Table Value Total:** $203016081

      (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 |  | 586524 | 12158 | SH |  | SOLE |  | 0 | 0 | 12158 |
| ELI LILLY  CO | COM | 532457108 |  | 257245 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 427869 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 263141 | 10407 | SH |  | SOLE |  | 0 | 0 | 10407 |
| STARBUCKS CORP | COM | 855244109 |  | 343521 | 3749 | SH |  | SOLE |  | 0 | 0 | 3749 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 273489 | 2537 | SH |  | SOLE |  | 0 | 0 | 2537 |
| PITNEY BOWES INC | COM | 724479100 |  | 298999 | 27406 | SH |  | SOLE |  | 0 | 0 | 27406 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 440282 | 2482 | SH |  | SOLE |  | 0 | 0 | 2482 |
| MICROSOFT CORP | COM | 594918104 |  | 3426490 | 6889 | SH |  | SOLE |  | 0 | 0 | 6889 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 |  | 28490 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| BROADCOM INC | COM | 11135F101 |  | 362204 | 1314 | SH |  | SOLE |  | 0 | 0 | 1314 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 12785845 | 517646 | SH |  | SOLE |  | 0 | 0 | 517646 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 256230 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| ISHARES TR | CORE S ETF | 464287200 |  | 17117231 | 27568 | SH |  | SOLE |  | 0 | 0 | 27568 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 8535561 | 172401 | SH |  | SOLE |  | 0 | 0 | 172401 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 655339 | 23363 | SH |  | SOLE |  | 0 | 0 | 23363 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 798120 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 7846003 | 160025 | SH |  | SOLE |  | 0 | 0 | 160025 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 376635 | 3321 | SH |  | SOLE |  | 0 | 0 | 3321 |
| HONEYWELL INTL INC | COM | 438516106 |  | 260371 | 1118 | SH |  | SOLE |  | 0 | 0 | 1118 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 260393 | 10729 | SH |  | SOLE |  | 0 | 0 | 10729 |
| KENNAMETAL INC | COM | 489170100 |  | 3898654 | 169802 | SH |  | SOLE |  | 0 | 0 | 169802 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 38206378 | 1267630 | SH |  | SOLE |  | 0 | 0 | 1267630 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 489637 | 3010 | SH |  | SOLE |  | 0 | 0 | 3010 |
| WALMART INC | COM | 931142103 |  | 241614 | 2471 | SH |  | SOLE |  | 0 | 0 | 2471 |
| TJX COS INC NEW | COM | 872540109 |  | 204623 | 1657 | SH |  | SOLE |  | 0 | 0 | 1657 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 21586862 | 278540 | SH |  | SOLE |  | 0 | 0 | 278540 |
| STRYKER CORPORATION | COM | 863667101 |  | 312152 | 789 | SH |  | SOLE |  | 0 | 0 | 789 |
| CHEVRON CORP NEW | COM | 166764100 |  | 881250 | 6154 | SH |  | SOLE |  | 0 | 0 | 6154 |
| NETFLIX INC | COM | 64110L106 |  | 325409 | 243 | SH |  | SOLE |  | 0 | 0 | 243 |
| TILRAY BRANDS INC | COM | 88688T100 |  | 17508 | 42250 | SH |  | SOLE |  | 0 | 0 | 42250 |
| AMAZON COM INC | COM | 023135106 |  | 2175471 | 9916 | SH |  | SOLE |  | 0 | 0 | 9916 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 494683 | 6684 | SH |  | SOLE |  | 0 | 0 | 6684 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 285520 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 520751 | 944 | SH |  | SOLE |  | 0 | 0 | 944 |
| SERVICENOW INC | COM | 81762P102 |  | 379362 | 369 | SH |  | SOLE |  | 0 | 0 | 369 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 292032 | 295 | SH |  | SOLE |  | 0 | 0 | 295 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 14197392 | 301687 | SH |  | SOLE |  | 0 | 0 | 301687 |
| GANNETT CO INC | COM | 36472T109 |  | 92464 | 25828 | SH |  | SOLE |  | 0 | 0 | 25828 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1729539 | 10947 | SH |  | SOLE |  | 0 | 0 | 10947 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 283360 | 908 | SH |  | SOLE |  | 0 | 0 | 908 |
| COCA COLA CO | COM | 191216100 |  | 454525 | 6424 | SH |  | SOLE |  | 0 | 0 | 6424 |
| VISA INC | COM CL A | 92826C839 |  | 566660 | 1596 | SH |  | SOLE |  | 0 | 0 | 1596 |
| PAYCHEX INC | COM | 704326107 |  | 10662654 | 73303 | SH |  | SOLE |  | 0 | 0 | 73303 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 3287175 | 141445 | SH |  | SOLE |  | 0 | 0 | 141445 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1245622 | 6086 | SH |  | SOLE |  | 0 | 0 | 6086 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 282749 | 3175 | SH |  | SOLE |  | 0 | 0 | 3175 |
| ORACLE CORP | COM | 68389X105 |  | 505725 | 2313 | SH |  | SOLE |  | 0 | 0 | 2313 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 233767 | 416 | SH |  | SOLE |  | 0 | 0 | 416 |
| DISNEY WALT CO | COM | 254687106 |  | 335892 | 2709 | SH |  | SOLE |  | 0 | 0 | 2709 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1273905 | 50352 | SH |  | SOLE |  | 0 | 0 | 50352 |
| ABBVIE INC | COM | 00287Y109 |  | 560485 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1195947 | 54115 | SH |  | SOLE |  | 0 | 0 | 54115 |
| CORNING INC | COM | 219350105 |  | 360873 | 6862 | SH |  | SOLE |  | 0 | 0 | 6862 |
| BANK AMERICA CORP | COM | 060505104 |  | 430865 | 9105 | SH |  | SOLE |  | 0 | 0 | 9105 |
| PEPSICO INC | COM | 713448108 |  | 452696 | 3428 | SH |  | SOLE |  | 0 | 0 | 3428 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 |  | 210002 | 3803 | SH |  | SOLE |  | 0 | 0 | 3803 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 201660 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| GE AEROSPACE | COM NEW | 369604301 |  | 260437 | 1012 | SH |  | SOLE |  | 0 | 0 | 1012 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 3422430 | 127560 | SH |  | SOLE |  | 0 | 0 | 127560 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 363619 | 2380 | SH |  | SOLE |  | 0 | 0 | 2380 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 945475 | 3261 | SH |  | SOLE |  | 0 | 0 | 3261 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 209207 | 8230 | SH |  | SOLE |  | 0 | 0 | 8230 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 201673 | 715 | SH |  | SOLE |  | 0 | 0 | 715 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2180975 | 74665 | SH |  | SOLE |  | 0 | 0 | 74665 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 497558 | 3123 | SH |  | SOLE |  | 0 | 0 | 3123 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 205951 | 2194 | SH |  | SOLE |  | 0 | 0 | 2194 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 10955986 | 448281 | SH |  | SOLE |  | 0 | 0 | 448281 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 781534 | 3622 | SH |  | SOLE |  | 0 | 0 | 3622 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 353868 | 12789 | SH |  | SOLE |  | 0 | 0 | 12789 |
| META PLATFORMS INC | CL A | 30303M102 |  | 907272 | 1229 | SH |  | SOLE |  | 0 | 0 | 1229 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 308121 | 12706 | SH |  | SOLE |  | 0 | 0 | 12706 |
| ABBOTT LABS | COM | 002824100 |  | 491812 | 3616 | SH |  | SOLE |  | 0 | 0 | 3616 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 600134 | 3405 | SH |  | SOLE |  | 0 | 0 | 3405 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1408132 | 13967 | SH |  | SOLE |  | 0 | 0 | 13967 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 302038 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2798167 | 4529 | SH |  | SOLE |  | 0 | 0 | 4529 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 324806 | 2153 | SH |  | SOLE |  | 0 | 0 | 2153 |
| BROADSTONE NET LEASE INC | COM | 11135E203 |  | 1198117 | 74649 | SH |  | SOLE |  | 0 | 0 | 74649 |
| B  G FOODS INC NEW | COM | 05508R106 |  | 330380 | 78104 | SH |  | SOLE |  | 0 | 0 | 78104 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 215494 | 2411 | SH |  | SOLE |  | 0 | 0 | 2411 |
| APPLE INC | COM | 037833100 |  | 4995957 | 24350 | SH |  | SOLE |  | 0 | 0 | 24350 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2810748 | 4948 | SH |  | SOLE |  | 0 | 0 | 4948 |
| CATERPILLAR INC | COM | 149123101 |  | 621589 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 848756 | 2879 | SH |  | SOLE |  | 0 | 0 | 2879 |

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