Cooper/Haims Advisors, LLC Top Holdings and 13F Report (2024) → Top 5 AI Stocks to Buy for 2024 (From Market Moving Trends) (Ad) About Cooper/Haims Advisors, LLCInvestment ActivityCooper/Haims Advisors, LLC has $172.02 million in total holdings as of March 31, 2024.Cooper/Haims Advisors, LLC owns shares of 82 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.27% of the portfolio was purchased this quarter.About 13.58% of the portfolio was sold this quarter.This quarter, Cooper/Haims Advisors, LLC has purchased 79 new stocks and bought additional shares in 29 stocks.Cooper/Haims Advisors, LLC sold shares of 27 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab Emerging Markets Equity ETF $30,173,248Vanguard FTSE Europe ETF $18,606,373iShares Core S&P 500 ETF $13,094,131Schwab US Large-Cap ETF $10,480,651iShares Global REIT ETF $10,448,712 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $641,491 HoldingThermo Fisher Scientific $201,680 HoldingCostco Wholesale $201,473 Holding Largest Purchases this Quarter Schwab Emerging Markets Equity ETF 127,517 shares (about $3.22M)NVIDIA 3,518 shares (about $3.18M)Apple 7,587 shares (about $1.30M)Microsoft 2,692 shares (about $1.13M)iShares Global REIT ETF 44,901 shares (about $1.06M) Largest Sales this Quarter JPMorgan Core Plus Bond ETF 115,990 shares (about $5.41M)Vanguard Total International Bond ETF 93,960 shares (about $4.62M)Vanguard Tax-Exempt Bond ETF 80,612 shares (about $4.08M)Schwab U.S. Aggregate Bond ETF 60,082 shares (about $2.76M)iShares MSCI Emerging Markets ETF 62,640 shares (about $2.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCooper/Haims Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHESchwab Emerging Markets Equity ETF$30,173,248$3,219,805 ▲11.9%1,194,98017.5%ETFVGKVanguard FTSE Europe ETF$18,606,373$63,367 ▲0.3%276,30510.8%ETFIVViShares Core S&P 500 ETF$13,094,131$53,098 ▼-0.4%24,9077.6%ETFSCHXSchwab US Large-Cap ETF$10,480,651$361,935 ▼-3.3%168,8796.1%ETFREETiShares Global REIT ETF$10,448,712$1,063,256 ▲11.3%441,2466.1%ETFJCPBJPMorgan Core Plus Bond ETF$9,449,761$5,410,352 ▼-36.4%202,5895.5%ETFPAYXPaychex$9,020,0280.0%73,4535.2%Business ServicesBNDXVanguard Total International Bond ETF$7,981,659$4,621,887 ▼-36.7%162,2624.6%ETFVTEBVanguard Tax-Exempt Bond ETF$5,975,480$4,078,984 ▼-40.6%118,0923.5%ETFAAPLApple$5,184,823$1,301,007 ▲33.5%30,2363.0%Computer and TechnologyNVDANVIDIA$4,534,974$3,178,729 ▲234.4%5,0192.6%Computer and TechnologyMSFTMicrosoft$3,760,566$1,132,630 ▲43.1%8,9382.2%Computer and TechnologyVOOVanguard S&P 500 ETF$2,993,540$725,911 ▲32.0%6,2271.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,670,979$2,763,761 ▼-50.9%58,0651.6%ETFAMZNAmazon.com$2,429,177$296,545 ▲13.9%13,4671.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,405,118$39,231 ▼-1.6%4,5981.4%FinanceDFGRDimensional Global Real Estate ETF$2,126,021$2,148,641 ▼-50.3%83,2751.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,734,909$78,628 ▼-4.3%18,7111.0%ETFSCHASchwab US Small-Cap ETF$1,605,685$38,949 ▼-2.4%32,6090.9%ETFBNLBroadstone Net Lease$1,340,416$9,637 ▼-0.7%85,5400.8%FinanceSCHFSchwab International Equity ETF$1,324,281$497,420 ▼-27.3%33,9390.8%ETFVIGVanguard Dividend Appreciation ETF$1,210,8870.0%6,6310.7%ETFAVUSAvantis U.S. Equity ETF$1,051,777$3,132 ▲0.3%11,7520.6%ETFCVXChevron$1,012,182$17,509 ▲1.8%6,4170.6%Oils/EnergyIWMiShares Russell 2000 ETF$803,970$41,849 ▼-4.9%3,8230.5%FinanceBGSB&G Foods$745,3850.0%65,1560.4%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$670,262$3,583 ▲0.5%8,2310.4%ETFGRAYSCALE BITCOIN TR BTC$641,491$641,491 ▲New Holding10,1550.4%SHS REP COM UTPEPPepsiCo$635,0200.0%3,6280.4%Consumer StaplesABBVAbbVie$610,678$2,185 ▼-0.4%3,3540.4%MedicalMETAMeta Platforms$595,341$37,391 ▼-5.9%1,2260.3%Computer and TechnologyCATCaterpillar$586,751$19,057 ▼-3.1%1,6010.3%Industrial ProductsJPMJPMorgan Chase & Co.$584,958$31,852 ▲5.8%2,9200.3%FinanceBRK.BBerkshire Hathaway$574,8510.0%1,3670.3%FinanceSTZConstellation Brands$571,4500.0%2,1030.3%Consumer StaplesIBMInternational Business Machines$552,8840.0%2,8950.3%Computer and TechnologyQQQInvesco QQQ$534,367$101,636 ▼-16.0%1,2040.3%FinanceJNJJohnson & Johnson$531,278$31,801 ▲6.4%3,3580.3%MedicalEEMiShares MSCI Emerging Markets ETF$508,766$2,573,202 ▼-83.5%12,3850.3%FinanceLLYEli Lilly and Company$487,781$154,036 ▲46.2%6270.3%MedicalABTAbbott Laboratories$480,668$1,364 ▼-0.3%4,2290.3%MedicalGOOGLAlphabet$468,034$67,164 ▲16.8%3,1010.3%Computer and TechnologyKOCoca-Cola$453,0090.0%7,4050.3%Consumer StaplesUNHUnitedHealth Group$438,166$18,793 ▼-4.1%8860.3%MedicalGHMGraham$414,520$272,800 ▼-39.7%15,1950.2%Industrial ProductsMRKMerck & Co., Inc.$390,0440.0%2,9560.2%MedicalVVisa$363,362$19,815 ▲5.8%1,3020.2%Business ServicesSYKStryker$353,5760.0%9880.2%MedicalDISWalt Disney$342,293$612 ▲0.2%2,7970.2%Consumer DiscretionarySBUXStarbucks$337,5950.0%3,6940.2%Retail/WholesaleTSLATesla$333,298$65,394 ▲24.4%1,8960.2%Auto/Tires/TrucksBACBank of America$329,353$1,251 ▼-0.4%8,6850.2%FinanceEFAiShares MSCI EAFE ETF$326,1200.0%4,0840.2%FinancePGProcter & Gamble$317,695$35,858 ▼-10.1%1,9580.2%Consumer StaplesGOOGAlphabet$316,092$8,222 ▲2.7%2,0760.2%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$303,0380.0%12,7060.2%ETFIYYiShares Dow Jones U.S. ETF$294,234$42,015 ▼-12.5%2,2970.2%ETFEMNEastman Chemical$284,8840.0%2,8430.2%Basic MaterialsVNQVanguard Real Estate ETF$281,466$173 ▲0.1%3,2550.2%ETFBABAAlibaba Group$279,165$32,273 ▲13.1%3,8580.2%Retail/WholesaleINTCIntel$275,071$398 ▲0.1%6,2280.2%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$274,7520.0%9020.2%ETFNOWServiceNow$264,553$15,248 ▲6.1%3470.2%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$258,1980.0%10,4070.2%ETFAVDEAvantis International Equity ETF$257,7310.0%4,0430.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$255,3500.0%10,7290.1%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$253,5000.0%10,0000.1%ETFQCOMQUALCOMM$249,555$55,701 ▼-18.2%1,4740.1%Computer and TechnologyORCLOracle$249,218$18,842 ▼-7.0%1,9840.1%Computer and TechnologyXOMExxon Mobil$244,220$29,060 ▼-10.6%2,1010.1%Oils/EnergyGLWCorning$237,675$14,799 ▲6.6%7,2110.1%Computer and TechnologyUNPUnion Pacific$231,912$12,297 ▲5.6%9430.1%TransportationIWFiShares Russell 1000 Growth ETF$231,4680.0%6870.1%ETFHONHoneywell International$230,849$205 ▲0.1%1,1250.1%Multi-Sector ConglomeratesIIPRInnovative Industrial Properties$219,936$4,142 ▲1.9%2,1240.1%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$204,9680.0%8,2300.1%ETFTMOThermo Fisher Scientific$201,680$201,680 ▲New Holding3470.1%MedicalCOSTCostco Wholesale$201,473$201,473 ▲New Holding2750.1%Retail/WholesalePBIPitney Bowes$146,970$78 ▲0.1%33,9420.1%Computer and TechnologySOFISoFi Technologies$101,288$2,008 ▲2.0%13,8750.1%Business ServicesGCIGannett$64,3430.0%26,3700.0%Business ServicesVWEVintage Wine Estates$3,6000.0%10,0000.0%Consumer StaplesShowing largest 100 holdings. 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