Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COOPER/HAIMS ADVISORS LLC | 02-13-2024 | 12-31-2023 | 79 | 176,396,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1 | $26,462,399 | 1,067,463 | 0.02 | 0.02 | -13,595 | -1.26 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2 | $17,755,489 | 275,364 | 0.01 | 0.01 | -1,418 | -0.51 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 3 | $15,000,309 | 318,579 | 0.01 | 0.00 | 279,529 | 715.82 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 4 | $12,648,383 | 256,222 | 0.01 | 0.00 | 169,203 | 194.44 | 12-31-2023 |
