0001606587-20-000678.txt : 20200514 0001606587-20-000678.hdr.sgml : 20200514 20200514104037 ACCESSION NUMBER: 0001606587-20-000678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 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: 20876065 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 03-31-2020 03-31-2020 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 05-13-2020 0 135 183596 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE VANGUARD TOTAL STK MKT TOTAL STK MKT 922908769 9421 73089 SH SOLE NONE 0 0 73089 APPLE INC COM 037833100 6197 24373 SH SOLE NONE 0 0 24373 MICROSOFT COM 594918104 4713 29886 SH SOLE NONE 0 0 29886 PFIZER INC COM COM 717081103 4699 143965 SH SOLE NONE 0 0 143965 JOHNSON & JOHNSON COM COM 478160104 4664 35573 SH SOLE NONE 0 0 35573 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 4607 25200 SH SOLE NONE 0 0 25200 AT&T INC COM COM 00206R102 4239 145436 SH SOLE NONE 0 0 145436 VERIZON COMMUNICATIONS COM 92343V104 4186 77910 SH SOLE NONE 0 0 77910 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 3933 38045 SH SOLE NONE 0 0 38045 COSTCO WHOLESALE CORP COM 22160K105 3764 13203 SH SOLE NONE 0 0 13203 POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD WATER RES ETF 46137V142 3717 118671 SH SOLE NONE 0 0 118671 PEPSICO INC COM COM 713448108 3638 30297 SH SOLE NONE 0 0 30297 MERCK & CO INC COM 58933Y105 3479 45222 SH SOLE NONE 0 0 45222 VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 3438 27054 SH SOLE NONE 0 0 27054 TJX COS INC NEW COM COM 872540109 3369 70479 SH SOLE NONE 0 0 70479 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 3353 34712 SH SOLE NONE 0 0 34712 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF PORTFOLI S&P1500 78464A805 3306 105135 SH SOLE NONE 0 0 105135 BRISTOL-MYERS SQUIBB CO COM COM 110122108 2951 52958 SH SOLE NONE 0 0 52958 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 2869 13544 SH SOLE NONE 0 0 13544 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2790 107975 SH SOLE NONE 0 0 107975 AMAZON.COM INC COM 023135106 2753 1412 SH SOLE NONE 0 0 1412 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 2708 10483 SH SOLE NONE 0 0 10483 GOOGLE INC CAP STK CL A 02079K305 2684 2310 SH SOLE NONE 0 0 2310 WALMART INC COM COM 931142103 2513 22118 SH SOLE NONE 0 0 22118 VANGUARD SHORT-TERM GOVERNMENT BOND ETF SHORT TERM TREAS 92206C102 2398 38471 SH SOLE NONE 0 0 38471 SPDR PORTFOLIO SHORT TERM TREASURY ETF PORTFOLIO SH TSR 78468R101 2265 73744 SH SOLE NONE 0 0 73744 VANGUARD HEALTH CARE INDEX FUND HEALTH CAR ETF 92204A504 2119 12760 SH SOLE NONE 0 0 12760 PNC FINL SVCS GROUP INC COM COM 693475105 2106 22005 SH SOLE NONE 0 0 22005 L3HARRIS TECHNOLOGIES INC COM COM 502431109 2013 11181 SH SOLE NONE 0 0 11181 HOME DEPOT COM 437076102 1941 10400 SH SOLE NONE 0 0 10400 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 1925 13634 SH SOLE NONE 0 0 13634 SPDR S&P 500 ETF TR UNIT 78462F103 1893 7346 SH SOLE NONE 0 0 7346 UNITEDHEALTH GROUP COM 91324P102 1880 7540 SH SOLE NONE 0 0 7540 HONEYWELL INTL INC COM 438516106 1742 13023 SH SOLE NONE 0 0 13023 WASTE MANAGEMENT INC COM 94106L109 1735 18749 SH SOLE NONE 0 0 18749 BK OF AMERICA CORP COM COM 060505104 1684 79326 SH SOLE NONE 0 0 79326 NIKE INC CLASS B CL B 654106103 1681 20326 SH SOLE NONE 0 0 20326 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 1656 23712 SH SOLE NONE 0 0 23712 PROCTER & GAMBLE CO COM COM 742718109 1585 14412 SH SOLE NONE 0 0 14412 SALESFORCE COM COM 79466L302 1551 10776 SH SOLE NONE 0 0 10776 VANGUARD GROWTH ETF GROWTH ETF 922908736 1543 9848 SH SOLE NONE 0 0 9848 JPMORGAN CHASE & CO COM COM 46625H100 1530 17000 SH SOLE NONE 0 0 17000 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 1512 49998 SH SOLE NONE 0 0 49998 ABBOTT LABS COM COM 002824100 1424 18051 SH SOLE NONE 0 0 18051 INTEL CORP COM COM 458140100 1395 25778 SH SOLE NONE 0 0 25778 SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409 1390 38906 SH SOLE NONE 0 0 38906 VANGUARD TOTAL INTL STOCK IDEX ETF VG TL INTL STK F 921909768 1355 32298 SH SOLE NONE 0 0 32298 CHEVRON CORP NEW COM COM 166764100 1313 18132 SH SOLE NONE 0 0 18132 VANGUARD FINANCIALS INDEX FUND FINANCIALS ETF 92204A405 1305 25743 SH SOLE NONE 0 0 25743 VISA INC COM CL A 92826C839 1252 7776 SH SOLE NONE 0 0 7776 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF PRTFLO S&P500 HI 78468R788 1193 48501 SH SOLE NONE 0 0 48501 PHILIP MORRIS INTL INC COM 718172109 1178 16148 SH SOLE NONE 0 0 16148 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 1118 14139 SH SOLE NONE 0 0 14139 COCA COLA CO COM COM 191216100 1091 24667 SH SOLE NONE 0 0 24667 MONDELEZ INTL INC CL A CL A 609207105 1090 21767 SH SOLE NONE 0 0 21767 COMCAST CORP NEW CL A CL A 20030N101 1036 30137 SH SOLE NONE 0 0 30137 3M CO COM COM 88579Y101 1019 7467 SH SOLE NONE 0 0 7467 EXXON MOBIL CORP COM COM 30231G102 1017 26796 SH SOLE NONE 0 0 26796 AMERICAN EXPRESS CO COM COM 025816109 998 11660 SH SOLE NONE 0 0 11660 CVS HEALTH CORP COM COM 126650100 988 16657 SH SOLE NONE 0 0 16657 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 980 19387 SH SOLE NONE 0 0 19387 UNITED PARCEL SERVICE INC CL B 911312106 933 9994 SH SOLE NONE 0 0 9994 ISHARES DJ SELECT DIVIDEND SELECT DIVID ETF 464287168 916 12461 SH SOLE NONE 0 0 12461 MCDONALDS CORP COM COM 580135101 914 5532 SH SOLE NONE 0 0 5532 ABBVIE INC COM COM 00287Y109 896 11772 SH SOLE NONE 0 0 11772 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 888 11131 SH SOLE NONE 0 0 11131 FLEXSHARES READY ACCESS VARIABLE INCOME FUND READY ACC VARI 33939L886 846 11409 SH SOLE NONE 0 0 11409 INVESCO VARIABLE RATE INVESTMENT GRADE ETF VAR RATE INVT 46090A879 787 34643 SH SOLE NONE 0 0 34643 BOEING CO COM COM 097023105 747 5015 SH SOLE NONE 0 0 5015 NEXTERA ENERGY INC COM COM 65339F101 737 3064 SH SOLE NONE 0 0 3064 AUTODESK INC COM COM 052769106 732 4692 SH SOLE NONE 0 0 4692 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 78463X889 730 30521 SH SOLE NONE 0 0 30521 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 720 3042 SH SOLE NONE 0 0 3042 ISHARES INTERNATIONAL SELECT DIVIDEND ETF INTL SEL DIV ETF 464288448 702 31104 SH SOLE NONE 0 0 31104 VANGUARD VALUE ETF VALUE ETF 922908744 695 7807 SH SOLE NONE 0 0 7807 LOCKHEED MARTIN CORP COM 539830109 676 1997 SH SOLE NONE 0 0 1997 SANOFI SA SPONSORED ADR 80105N105 659 15096 SH SOLE NONE 0 0 15096 CSX CORP COM 126408103 636 11107 SH SOLE NONE 0 0 11107 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 626 18782 SH SOLE NONE 0 0 18782 POWERSHARES QQQ TR UNIT SER 1 46090E103 610 3204 SH SOLE NONE 0 0 3204 PRUDENTIAL FINL INC COM 744320102 603 11568 SH SOLE NONE 0 0 11568 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 576 17639 SH SOLE NONE 0 0 17639 ALTRIA GROUP INC COM COM 02209S103 535 13838 SH SOLE NONE 0 0 13838 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 531 3531 SH SOLE NONE 0 0 3531 CONSOLIDATED EDISON INC COM COM 209115104 525 6734 SH SOLE NONE 0 0 6734 STARBUCKS CORP COM 855244109 521 7926 SH SOLE NONE 0 0 7926 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 512 15725 SH SOLE NONE 0 0 15725 CONSTELLATION BRANDS INC CL A CL A 21036P108 493 3444 SH SOLE NONE 0 0 3444 CLOROX CO DEL COM COM 189054109 493 2849 SH SOLE NONE 0 0 2849 TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY 81369Y803 492 6126 SH SOLE NONE 0 0 6126 ACCENTURE LTD BERMUDA CL A SHS CLASS A G1151C101 484 2965 SH SOLE NONE 0 0 2965 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 449 7800 SH SOLE NONE 0 0 7800 ISHARES DJ US PHARMA INDEX F U.S. PHARMA ETF 464288836 421 3129 SH SOLE NONE 0 0 3129 CISCO SYS INC COM 17275R102 420 10702 SH SOLE NONE 0 0 10702 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 418 5178 SH SOLE NONE 0 0 5178 TARGET CORP COM COM 87612E106 409 4404 SH SOLE NONE 0 0 4404 FOOT LOCKER INC COM COM 344849104 401 18189 SH SOLE NONE 0 0 18189 VERTEX PHARMACEUTICALS IN COM 92532F100 396 1668 SH SOLE NONE 0 0 1668 UNION PAC CORP COM COM 907818108 395 2803 SH SOLE NONE 0 0 2803 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 394 3448 SH SOLE NONE 0 0 3448 ISHARES EDGE MSCI USA QUALITY FACTOR ETF USA QUALITY FCTR 46432F339 390 4823 SH SOLE NONE 0 0 4823 GILEAD SCIENCES INC COM 375558103 385 5152 SH SOLE NONE 0 0 5152 BROADCOM INC COM COM 11135F101 377 1593 SH SOLE NONE 0 0 1593 VANGUARD UTILITIES INDEX FUND UTILITIES ETF 92204A876 376 3085 SH SOLE NONE 0 0 3085 NETFLIX COM INC COM 64110L106 373 996 SH SOLE NONE 0 0 996 GENERAL ELECTRIC CO COM COM 369604103 358 45208 SH SOLE NONE 0 0 45208 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 353 304 SH SOLE NONE 0 0 304 MEDICAL PROPERTIES TRUST INC COM 58463J304 352 20385 SH SOLE NONE 0 0 20385 SEAGATE TECHNOLOGY SHS G7945M107 342 7016 SH SOLE NONE 0 0 7016 MASTERCARD INC CL A CL A 57636Q104 333 1382 SH SOLE NONE 0 0 1382 VANGUARD MID CAP MID CAP ETF 922908629 329 2503 SH SOLE NONE 0 0 2503 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 324 4015 SH SOLE NONE 0 0 4015 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF PORTFOLIO INTRMD 78464A375 308 9079 SH SOLE NONE 0 0 9079 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 304 3441 SH SOLE NONE 0 0 3441 GOLDMAN SACHS GROUP INC COM 38141G104 296 1920 SH SOLE NONE 0 0 1920 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 293 3368 SH SOLE NONE 0 0 3368 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 288 7556 SH SOLE NONE 0 0 7556 CITRIX SYS INC COM COM 177376100 288 2035 SH SOLE NONE 0 0 2035 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 272 6063 SH SOLE NONE 0 0 6063 METLIFE INC COM COM 59156R108 265 8697 SH SOLE NONE 0 0 8697 NORFOLK SOUTHERN CRP COM 655844108 259 1780 SH SOLE NONE 0 0 1780 ISHARES 1-3 YR CREDIT BOND ETF SH TR CRPORT ETF 464288646 255 4882 SH SOLE NONE 0 0 4882 FINANCIAL SELECT SECTOR SPDR SBI INT-FINL 81369Y605 250 12024 SH SOLE NONE 0 0 12024 VANGUARD CONSUMER STAPLES INDEX FUND CONSUM STP ETF 92204A207 246 1787 SH SOLE NONE 0 0 1787 TORONTO DOMINION BANK COM NEW 891160509 244 5768 SH SOLE NONE 0 0 5768 VANGUARD HIGH DIVIDEND YIELD HIGH DIV YLD 921946406 243 3443 SH SOLE NONE 0 0 3443 BIOGEN IDEC INC COM 09062X103 227 720 SH SOLE NONE 0 0 720 VANGUARD EUROPEAN FTSE EUROPE ETF 922042874 224 5190 SH SOLE NONE 0 0 5190 MEDTRONIC PLC SHS SHS G5960L103 223 2483 SH SOLE NONE 0 0 2483 EASTMAN CHEM CO COM COM 277432100 218 4700 SH SOLE NONE 0 0 4700 ISHARES EDGE MSCI MIN VOL USA ETF MSCI MIN VOL ETF 46429B697 209 3882 SH SOLE NONE 0 0 3882 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF SSGA US LRG ETF 78468R804 206 2281 SH SOLE NONE 0 0 2281 AMGEN INC COM 031162100 200 991 SH SOLE NONE 0 0 991 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS 881624209 89 10000 SH SOLE NONE 0 0 10000 ALPS TRUST ETF ALERIAN MLP ALERIAN MLP 00162Q866 87 25573 SH SOLE NONE 0 0 25573