account_balance
Investment manager · 13F filer · SEC CIK 1654033
Cooper/Haims Advisors, LLC
Reported value$229Mas of Sep 30, 2026
Positions119 14 new, 10 sold out
Top 10 weight66.7%SCHE alone is 16%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHESchwab Strategic Tr
15.5%
VGKVanguard Intl Equity Index F
10.9%
IVViShares Tr
9.2%
REETiShares Tr
6.9%Added +2%
SCHXSchwab Strategic Tr
5.4%
JCPBJ P Morgan Exchange Traded F
5.2%Trimmed −18%
BNDXVanguard Charlotte FDS
4.9%Added +19%
VTEBVanguard Mun Bd FDS
3.4%Added +13%
AAPLApple Inc.
3.1%Trimmed −3%
VOOVanguard Index FDS
2.1%
DFGRDimensional ETF Trust
1.9%
SCHESchwab Strategic Tr
15.5%
VGKVanguard Intl Equity Index F
10.9%
IVViShares Tr
9.2%
REETiShares Tr
6.9%+2%
SCHXSchwab Strategic Tr
5.4%
JCPBJ P Morgan Exchange Traded F
5.2%
BNDXVanguard Charlotte FDS
4.9%
VTEB3.4%
AAPL3.1%VOO
DFGR
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHE Schwab Strategic Tr 15.5% Held
VGK Vanguard Intl Equity Index F 10.9% Held
IVV iShares Tr 9.2% Held
REET iShares Tr 6.9% Added +2%
SCHX Schwab Strategic Tr 5.4% Held
JCPB J P Morgan Exchange Traded F 5.2% Trimmed −18%
BNDX Vanguard Charlotte FDS 4.9% Added +19%
VTEB Vanguard Mun Bd FDS 3.4% Added +13%
AAPL Apple Inc. 3.1% Trimmed −3%VOO Vanguard Index FDS 2.1% Held
DFGR Dimensional ETF Trust 1.9% Added +2%
MSFT Microsoft Corp 1.5% Added +6%What changed
Biggest moves since Jun 30, 2026
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