0001606587-18-000186.txt : 20180212 0001606587-18-000186.hdr.sgml : 20180212 20180212164257 ACCESSION NUMBER: 0001606587-18-000186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180212 DATE AS OF CHANGE: 20180212 EFFECTIVENESS DATE: 20180212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Raab & Moskowitz Asset Management LLC CENTRAL INDEX KEY: 0001616664 IRS NUMBER: 223751240 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16254 FILM NUMBER: 18597099 BUSINESS ADDRESS: STREET 1: 10 TOWNSQUARE, SUITE 100 CITY: CHATHAM STATE: NJ ZIP: 07928 BUSINESS PHONE: 973.635.8889 MAIL ADDRESS: STREET 1: 10 TOWNSQUARE, SUITE 100 CITY: CHATHAM STATE: NJ ZIP: 07928 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001616664 XXXXXXXX 12-31-2017 12-31-2017 false Raab & Moskowitz Asset Management LLC
10 Townsquare, Suite 100 Chatham NJ 07928
13F HOLDINGS REPORT 028-16254 N
Daniel H. Moskowitz Member/Chief Compliance Officer 973.635.8889 Daniel H. Moskowitz Chatham NJ 02-09-2018 0 146 207270 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 9973 72665 SH SOLE None 0 0 72665 BOEING CO COM COM 097023105 6041 20486 SH SOLE None 0 0 20486 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 5717 28845 SH SOLE None 0 0 28845 JOHNSON & JOHNSON COM COM 478160104 5642 40383 SH SOLE None 0 0 40383 PFIZER INC COM COM 717081103 5202 143631 SH SOLE None 0 0 143631 APPLE INC COM COM 037833100 4834 28566 SH SOLE None 0 0 28566 PEPSICO INC COM COM 713448108 4756 39665 SH SOLE None 0 0 39665 POWERSHARES WATER RESOURCES PORTFOLIO WATER RES PORT 73935X575 4331 143086 SH SOLE None 0 0 143086 VANGUARD DIVIDEND APPRECIATION INDEX FUND DIV APP ETF 921908844 4212 41290 SH SOLE None 0 0 41290 VANGUARD TOTAL INTERNATIONAL STOCK ETF VG TL INTL STK F 921909768 4177 73528 SH SOLE None 0 0 73528 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3902 14516 SH SOLE None 0 0 14516 CHEVRON CORP NEW COM COM 166764100 3895 31120 SH SOLE None 0 0 31120 VERIZON COMMUNICATIONS INC COM COM 92343V104 3880 73308 SH SOLE None 0 0 73308 EXXON MOBIL CORP COM COM 30231G102 3828 45768 SH SOLE None 0 0 45768 ISHARES INTERNATIONAL SELECT DIVIDEND ETF INTL SEL DIV ETF 464288448 3513 103992 SH SOLE None 0 0 103992 PNC FINL SVCS GROUP INC COM COM 693475105 3243 22482 SH SOLE None 0 0 22482 BRISTOL MYERS SQUIBB CO COM COM 110122108 3214 52448 SH SOLE None 0 0 52448 AT&T INC COM COM 00206R102 3008 77371 SH SOLE None 0 0 77371 COSTCO WHSL CORP NEW COM COM 22160K105 2951 15859 SH SOLE None 0 0 15859 MERCK & CO INC COM COM 58933Y105 2936 52186 SH SOLE None 0 0 52186 VANGUARD REIT ETF REIT ETF 922908553 2890 34837 SH SOLE None 0 0 34837 TJX COS INC NEW COM COM 872540109 2844 37200 SH SOLE None 0 0 37200 PROCTER AND GAMBLE CO COM COM 742718109 2605 28359 SH SOLE None 0 0 28359 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 2599 43941 SH SOLE None 0 0 43941 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 2597 2466 SH SOLE None 0 0 2466 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 2521 56198 SH SOLE None 0 0 56198 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 2334 21711 SH SOLE None 0 0 21711 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 2288 22453 SH SOLE None 0 0 22453 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 2285 33464 SH SOLE None 0 0 33464 INTEL CORP COM COM 458140100 2204 47751 SH SOLE None 0 0 47751 PRUDENTIAL FINL INC COM COM 744320102 2019 17567 SH SOLE None 0 0 17567 ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 1925 58312 SH SOLE None 0 0 58312 MICROSOFT CORP COM COM 594918104 1923 22484 SH SOLE None 0 0 22484 GENERAL ELECTRIC CO COM COM 369604103 1899 108872 SH SOLE None 0 0 108872 WASTE MGMT INC DEL COM COM 94106L109 1895 21960 SH SOLE None 0 0 21960 HOME DEPOT INC COM COM 437076102 1892 9987 SH SOLE None 0 0 9987 HARRIS CORP DEL COM COM 413875105 1885 13313 SH SOLE None 0 0 13313 STARBUCKS CORP COM COM 855244109 1873 32623 SH SOLE None 0 0 32623 HONEYWELL INTL INC COM COM 438516106 1858 12118 SH SOLE None 0 0 12118 NIKE INC CL B CL B 654106103 1812 28980 SH SOLE None 0 0 28980 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 1798 10919 SH SOLE None 0 0 10919 UNITED PARCEL SERVICE INC CL B CL B 911312106 1721 14448 SH SOLE None 0 0 14448 AMAZON COM INC COM COM 023135106 1721 1472 SH SOLE None 0 0 1472 JPMORGAN CHASE & CO COM COM 46625H100 1683 15741 SH SOLE None 0 0 15741 PHILIP MORRIS INTL INC COM COM 718172109 1662 15736 SH SOLE None 0 0 15736 CVS HEALTH CORP COM COM 126650100 1654 22821 SH SOLE None 0 0 22821 SPDR S&P 500 ETF TR UNIT 78462F103 1651 6187 SH SOLE None 0 0 6187 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 1602 28949 SH SOLE None 0 0 28949 BANK AMER CORP COM COM 060505104 1589 53829 SH SOLE None 0 0 53829 AMERICAN EXPRESS CO COM COM 025816109 1511 15221 SH SOLE None 0 0 15221 UNITED TECHNOLOGIES CORP COM COM 913017109 1418 11123 SH SOLE None 0 0 11123 LOCKHEED MARTIN CORP COM COM 539830109 1403 4373 SH SOLE None 0 0 4373 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND SHRT TRM CORP BD 92206C409 1310 16522 SH SOLE None 0 0 16522 WEYERHAEUSER CO COM COM 962166104 1293 36672 SH SOLE None 0 0 36672 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 1273 9055 SH SOLE None 0 0 9055 VANGUARD HEALTH CARE INDEX FUND HEALTH CAR ETF 92204A504 1262 8189 SH SOLE None 0 0 8189 ABBOTT LABS COM COM 002824100 1221 21412 SH SOLE None 0 0 21412 MONDELEZ INTL INC CL A CL A 609207105 1159 27102 SH SOLE None 0 0 27102 VANGUARD SHORT-TERM GOVERNMENT BOND ETF SHORT TERM TREAS 92206C102 1129 18741 SH SOLE None 0 0 18741 VANGUARD FINANCIALS INDEX FUND FINANCIALS ETF 92204A405 1101 15730 SH SOLE None 0 0 15730 ALTRIA GROUP INC COM COM 02209S103 1061 14860 SH SOLE None 0 0 14860 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1021 6702 SH SOLE None 0 0 6702 CSX CORP COM COM 126408103 1015 18451 SH SOLE None 0 0 18451 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 969 30571 SH SOLE None 0 0 30571 SANOFI SPONSORED ADR SPONSORED ADR 80105N105 967 22489 SH SOLE None 0 0 22489 WELLS FARGO CO NEW COM COM 949746101 966 15930 SH SOLE None 0 0 15930 ABBVIE INC COM COM 00287Y109 956 9895 SH SOLE None 0 0 9895 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 950 9605 SH SOLE None 0 0 9605 TORONTO DOMINION BK ONT COM NEW COM NEW 891160509 944 16118 SH SOLE None 0 0 16118 SALESFORCE COM INC COM COM 79466L302 924 9045 SH SOLE None 0 0 9045 GILEAD SCIENCES INC COM COM 375558103 902 12596 SH SOLE None 0 0 12596 FACEBOOK INC CL A CL A 30303M102 864 4898 SH SOLE None 0 0 4898 ALERIAN MLP ETF ALERIAN MLP 00162Q866 852 79002 SH SOLE None 0 0 79002 VISA INC COM CL A COM CL A 92826C839 846 7428 SH SOLE None 0 0 7428 VANGUARD VALUE INDEX FUND VALUE ETF 922908744 812 7645 SH SOLE None 0 0 7645 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 799 5220 SH SOLE None 0 0 5220 VODAFONE GROUP PLC NEW SPONSORED ADR SPONSORED ADR 92857W308 773 24252 SH SOLE None 0 0 24252 EXPRESS SCRIPTS HLDG CO COM COM 30219G108 757 10143 SH SOLE None 0 0 10143 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 752 3068 SH SOLE None 0 0 3068 NEXTERA ENERGY INC COM COM 65339F101 734 4701 SH SOLE None 0 0 4701 WAL-MART STORES INC COM COM 931142103 695 7038 SH SOLE None 0 0 7038 3M CO COM COM 88579Y101 670 2848 SH SOLE None 0 0 2848 VANGUARD SMALL-CAP INDEX FUND SMALL CP ETF 922908751 667 4513 SH SOLE None 0 0 4513 WYNDHAM WORLDWIDE CORP COM COM 98310W108 666 5752 SH SOLE None 0 0 5752 VANGUARD MID-CAP INDEX FUND MID CAP ETF 922908629 661 4275 SH SOLE None 0 0 4275 CELGENE CORP COM COM 151020104 654 6267 SH SOLE None 0 0 6267 MEDICAL PPTYS TRUST INC COM COM 58463J304 630 45785 SH SOLE None 0 0 45785 COMCAST CORP NEW CL A CL A 20030N101 606 15150 SH SOLE None 0 0 15150 TIFFANY & CO NEW COM COM 886547108 597 5750 SH SOLE None 0 0 5750 CISCO SYS INC COM COM 17275R102 591 15435 SH SOLE None 0 0 15435 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 572 18650 SH SOLE None 0 0 18650 FEDEX CORP COM COM 31428X106 560 2247 SH SOLE None 0 0 2247 FINANCIAL SELECT SECTOR SPDR FUND SBI INT-FINL 81369Y605 555 19902 SH SOLE None 0 0 19902 ISHARES U.S. PHARMACEUTICALS ETF U.S. PHARMA ETF 464288836 546 3540 SH SOLE None 0 0 3540 POWERSHARES QQQ TRUST, SERIES 1 UNIT SER 1 73935A104 544 3495 SH SOLE None 0 0 3495 MCDONALDS CORP COM COM 580135101 541 3145 SH SOLE None 0 0 3145 SPDR S&P REGIONAL BANKING ETF S&P REGL BKG 78464A698 540 9191 SH SOLE None 0 0 9191 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 536 8386 SH SOLE None 0 0 8386 ISHARES EUROPE ETF EUROPE ETF 464287861 530 11233 SH SOLE None 0 0 11233 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 521 5966 SH SOLE None 0 0 5966 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 514 2981 SH SOLE None 0 0 2981 GOLDMAN SACHS GROUP INC COM COM 38141G104 500 1966 SH SOLE None 0 0 1966 ISHARES GLOBAL FINANCIALS ETF GLOBAL FINLS ETF 464287333 496 7106 SH SOLE None 0 0 7106 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 495 7020 SH SOLE None 0 0 7020 POWERSHARES SENIOR LOAN PORTFOLIO SENIOR LN PORT 73936Q769 472 20511 SH SOLE None 0 0 20511 VANGUARD UTILITIES INDEX FUND UTILITIES ETF 92204A876 468 4015 SH SOLE None 0 0 4015 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 457 437 SH SOLE None 0 0 437 BUCKEYE PARTNERS L P UNIT LTD PARTN UNIT LTD PARTN 118230101 453 9157 SH SOLE None 0 0 9157 POWERSHARES VARIABLE RATE INVESTMENT GRADE PORTFOLIO VAR RAT INV GR 73935B862 452 17947 SH SOLE None 0 0 17947 UNION PAC CORP COM COM 907818108 446 3329 SH SOLE None 0 0 3329 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 434 3229 SH SOLE None 0 0 3229 INVESCO LTD SHS SHS G491BT108 429 11751 SH SOLE None 0 0 11751 VANGUARD CONSUMER STAPLES INDEX FUND CONSUM STP ETF 92204A207 414 2835 SH SOLE None 0 0 2835 HEALTH CARE SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 408 4936 SH SOLE None 0 0 4936 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 394 4000 SH SOLE None 0 0 4000 ISHARES 1-3 YEAR CREDIT BOND ETF 1 3 YR CR BD ETF 464288646 384 3680 SH SOLE None 0 0 3680 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 367 4372 SH SOLE None 0 0 4372 INTL PAPER CO COM COM 460146103 353 6107 SH SOLE None 0 0 6107 UNILEVER N V N Y SHS NEW N Y SHS NEW 904784709 328 5836 SH SOLE None 0 0 5836 SCHLUMBERGER LTD COM COM 806857108 312 4631 SH SOLE None 0 0 4631 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND NASDAQ BIOTECH 464287556 304 2853 SH SOLE None 0 0 2853 NORFOLK SOUTHERN CORP COM COM 655844108 294 2030 SH SOLE None 0 0 2030 CONSTELLATION BRANDS INC CL A CL A 21036P108 291 1277 SH SOLE None 0 0 1277 MATERIALS SELECT SECTOR SPDR FUND SBI MATERIALS 81369Y100 285 4724 SH SOLE None 0 0 4724 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 280 3550 SH SOLE None 0 0 3550 KRAFT HEINZ CO COM COM 500754106 274 3525 SH SOLE None 0 0 3525 SPDR PORTFOLIO LARGE CAP ETF PORTFOLIO LR ETF 78464A854 272 8692 SH SOLE None 0 0 8692 WOLVERINE WORLD WIDE INC COM COM 978097103 271 8515 SH SOLE None 0 0 8515 QUALCOMM INC COM COM 747525103 263 4115 SH SOLE None 0 0 4115 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 262 5106 SH SOLE None 0 0 5106 ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 259 3592 SH SOLE None 0 0 3592 ISHARES MSCI PACIFIC EX JAPAN ETF MSCI PAC JP ETF 464286665 258 5410 SH SOLE None 0 0 5410 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR SPONSORED ADR 03524A108 257 2308 SH SOLE None 0 0 2308 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ALLWRLD EX US 922042775 253 4624 SH SOLE None 0 0 4624 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INTERMED TERM 921937819 228 2730 SH SOLE None 0 0 2730 CITIGROUP INC COM NEW COM NEW 172967424 224 3017 SH SOLE None 0 0 3017 VANGUARD CONSUMER DISCRETIONARY INDEX FUND CONSUM DIS ETF 92204A108 218 1399 SH SOLE None 0 0 1399 CONSOLIDATED EDISON INC COM COM 209115104 217 2559 SH SOLE None 0 0 2559 CONOCOPHILLIPS COM COM 20825C104 215 3928 SH SOLE None 0 0 3928 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 215 6192 SH SOLE None 0 0 6192 INTERNATIONAL BUSINESS MACHS COM COM 459200101 213 1389 SH SOLE None 0 0 1389 FORD MTR CO DEL COM PAR $0.01 COM PAR $0.01 345370860 212 16980 SH SOLE None 0 0 16980 POWERSHARES DYNAMIC LEISURE & ENTERTAINMENT PORTFOLIO DYN LSR & ENT 73935X757 211 4775 SH SOLE None 0 0 4775 ISHARES U.S. HEALTHCARE PROVIDERS ETF US HLTHCR PR ETF 464288828 206 1318 SH SOLE None 0 0 1318 MASTERCARD INCORPORATED CL A CL A 57636Q104 204 1349 SH SOLE None 0 0 1349 TWO RIV BANCORP COM COM 90207C105 198 10947 SH SOLE None 0 0 10947