0001606587-21-000970.txt : 20210730 0001606587-21-000970.hdr.sgml : 20210730 20210730093430 ACCESSION NUMBER: 0001606587-21-000970 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210730 DATE AS OF CHANGE: 20210730 EFFECTIVENESS DATE: 20210730 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: 211130443 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 06-30-2021 06-30-2021 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 07-27-2021 0 160 273405 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE VANGUARD TOTAL STK MKT TOTAL STK MKT 922908769 12377 55547 SH SOLE NONE 0 0 55547 APPLE INC COM 037833100 11904 86912 SH SOLE NONE 0 0 86912 MICROSOFT COM 594918104 8939 32999 SH SOLE NONE 0 0 32999 VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 8504 36752 SH SOLE NONE 0 0 36752 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 7058 25397 SH SOLE NONE 0 0 25397 JOHNSON & JOHNSON COM COM 478160104 5643 34253 SH SOLE NONE 0 0 34253 GOOGLE INC CAP STK CL A 02079K305 5467 2239 SH SOLE NONE 0 0 2239 COSTCO WHOLESALE CORP COM 22160K105 5453 13782 SH SOLE NONE 0 0 13782 DISNEY WALT CO COM COM 254687106 5436 30928 SH SOLE NONE 0 0 30928 PFIZER INC COM COM 717081103 5401 137923 SH SOLE NONE 0 0 137923 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 5290 34172 SH SOLE NONE 0 0 34172 TJX COS INC NEW COM COM 872540109 5118 75906 SH SOLE NONE 0 0 75906 VERIZON COMMUNICATIONS COM 92343V104 5048 90093 SH SOLE NONE 0 0 90093 AMAZON.COM INC COM 023135106 5027 1461 SH SOLE NONE 0 0 1461 PEPSICO INC COM COM 713448108 4839 32660 SH SOLE NONE 0 0 32660 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 4660 10839 SH SOLE NONE 0 0 10839 VANGUARD VALUE ETF VALUE ETF 922908744 4057 29513 SH SOLE NONE 0 0 29513 MERCK & CO INC COM 58933Y105 3932 50562 SH SOLE NONE 0 0 50562 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 3887 9748 SH SOLE NONE 0 0 9748 WALMART INC COM COM 931142103 3684 26123 SH SOLE NONE 0 0 26123 PNC FINL SVCS GROUP INC COM COM 693475105 3637 19065 SH SOLE NONE 0 0 19065 POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD WATER RES ETF 46137V142 3361 62792 SH SOLE NONE 0 0 62792 GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT S&P500 EQL WGT 46137V357 3297 21876 SH SOLE NONE 0 0 21876 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF PORTFOLI S&P1500 78464A805 3285 62010 SH SOLE NONE 0 0 62010 ABBVIE INC COM COM 00287Y109 3239 28758 SH SOLE NONE 0 0 28758 BOEING CO COM COM 097023105 3140 13109 SH SOLE NONE 0 0 13109 NIKE INC CLASS B CL B 654106103 3133 20281 SH SOLE NONE 0 0 20281 BK OF AMERICA CORP COM COM 060505104 2967 71972 SH SOLE NONE 0 0 71972 HOME DEPOT COM 437076102 2950 9250 SH SOLE NONE 0 0 9250 UNITEDHEALTH GROUP COM 91324P102 2949 7364 SH SOLE NONE 0 0 7364 VISA INC COM CL A 92826C839 2877 12303 SH SOLE NONE 0 0 12303 FIRST TR ISE WTR INDEX FD WTR ETF 33733B100 2851 34119 SH SOLE NONE 0 0 34119 JPMORGAN CHASE & CO COM COM 46625H100 2728 17539 SH SOLE NONE 0 0 17539 HONEYWELL INTL INC COM 438516106 2680 12217 SH SOLE NONE 0 0 12217 SPDR S&P 500 ETF TR UNIT 78462F103 2609 6096 SH SOLE NONE 0 0 6096 VANGUARD SHORT-TERM GOVERNMENT BOND ETF SHORT TERM TREAS 92206C102 2557 41617 SH SOLE NONE 0 0 41617 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2538 64179 SH SOLE NONE 0 0 64179 BRISTOL-MYERS SQUIBB CO COM COM 110122108 2516 37655 SH SOLE NONE 0 0 37655 VANGUARD HEALTH CARE INDEX FUND HEALTH CAR ETF 92204A504 2464 9972 SH SOLE NONE 0 0 9972 WASTE MANAGEMENT INC COM 94106L109 2380 16988 SH SOLE NONE 0 0 16988 VANGUARD HIGH DIVIDEND YIELD HIGH DIV YLD 921946406 2361 22533 SH SOLE NONE 0 0 22533 COCA COLA CO COM COM 191216100 2248 41537 SH SOLE NONE 0 0 41537 VANGUARD GROWTH ETF GROWTH ETF 922908736 2240 7809 SH SOLE NONE 0 0 7809 VANGUARD FINANCIALS INDEX FUND FINANCIALS ETF 92204A405 2129 23536 SH SOLE NONE 0 0 23536 SPDR PORTFOLIO SHORT TERM TREASURY ETF PORTFOLIO SH TSR 78468R101 1995 65121 SH SOLE NONE 0 0 65121 ABBOTT LABS COM COM 002824100 1983 17101 SH SOLE NONE 0 0 17101 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 1863 37011 SH SOLE NONE 0 0 37011 SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409 1852 29403 SH SOLE NONE 0 0 29403 UNITED PARCEL SERVICE INC CL B 911312106 1830 8798 SH SOLE NONE 0 0 8798 PROCTER AND GAMBLE CO COM COM 742718109 1824 13517 SH SOLE NONE 0 0 13517 MCDONALDS CORP COM COM 580135101 1815 7858 SH SOLE NONE 0 0 7858 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 1700 16703 SH SOLE NONE 0 0 16703 COMCAST CORP NEW CL A CL A 20030N101 1674 29366 SH SOLE NONE 0 0 29366 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 1665 7342 SH SOLE NONE 0 0 7342 STARBUCKS CORP COM 855244109 1633 14606 SH SOLE NONE 0 0 14606 CSX CORP COM 126408103 1633 50905 SH SOLE NONE 0 0 50905 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 1594 13035 SH SOLE NONE 0 0 13035 PHILIP MORRIS INTL INC COM 718172109 1587 16008 SH SOLE NONE 0 0 16008 SPDR DOW JONES INDUSTRIAL ETF UT SER 1 78467X109 1564 4535 SH SOLE NONE 0 0 4535 CVS HEALTH CORP COM COM 126650100 1544 18507 SH SOLE NONE 0 0 18507 CHEVRON CORP NEW COM COM 166764100 1521 14521 SH SOLE NONE 0 0 14521 3M CO COM COM 88579Y101 1510 7601 SH SOLE NONE 0 0 7601 SALESFORCE COM COM 79466L302 1472 6028 SH SOLE NONE 0 0 6028 EXXON MOBIL CORP COM COM 30231G102 1424 22579 SH SOLE NONE 0 0 22579 ISHARES DJ SELECT DIVIDEND SELECT DIVID ETF 464287168 1393 11941 SH SOLE NONE 0 0 11941 AUTODESK INC COM COM 052769106 1361 4664 SH SOLE NONE 0 0 4664 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 1358 16413 SH SOLE NONE 0 0 16413 AMERICAN EXPRESS CO COM COM 025816109 1331 8054 SH SOLE NONE 0 0 8054 MONDELEZ INTL INC CL A CL A 609207105 1321 21149 SH SOLE NONE 0 0 21149 POWERSHARES QQQ TR UNIT SER 1 46090E103 1271 3586 SH SOLE NONE 0 0 3586 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 1130 19318 SH SOLE NONE 0 0 19318 FLEXSHARES READY ACCESS VARIABLE INCOME FUND READY ACC VARI 33939L886 1116 14644 SH SOLE NONE 0 0 14644 INTEL CORP COM COM 458140100 1114 19836 SH SOLE NONE 0 0 19836 TARGET CORP COM COM 87612E106 1096 4533 SH SOLE NONE 0 0 4533 VANGUARD TOTAL INTL STOCK IDEX ETF VG TL INTL STK F 921909768 1045 15918 SH SOLE NONE 0 0 15918 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 992 2522 SH SOLE NONE 0 0 2522 TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY 81369Y803 990 6705 SH SOLE NONE 0 0 6705 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 893 3288 SH SOLE NONE 0 0 3288 NEXTERA ENERGY INC COM COM 65339F101 882 12032 SH SOLE NONE 0 0 12032 CONSTELLATION BRANDS INC CL A CL A 21036P108 835 3568 SH SOLE NONE 0 0 3568 ACCENTURE LTD BERMUDA CL A SHS CLASS A G1151C101 807 2738 SH SOLE NONE 0 0 2738 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 779 3398 SH SOLE NONE 0 0 3398 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 774 309 SH SOLE NONE 0 0 309 FEDEX CORP COM 31428X106 749 2509 SH SOLE NONE 0 0 2509 SANOFI SA SPONSORED ADR 80105N105 746 14171 SH SOLE NONE 0 0 14171 LOCKHEED MARTIN CORP COM 539830109 735 1942 SH SOLE NONE 0 0 1942 MEDTRONIC PLC SHS SHS G5960L103 727 5858 SH SOLE NONE 0 0 5858 PRUDENTIAL FINL INC COM 744320102 710 6928 SH SOLE NONE 0 0 6928 GOLDMAN SACHS GROUP INC COM 38141G104 689 1816 SH SOLE NONE 0 0 1816 ISHARES MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 659 4961 SH SOLE NONE 0 0 4961 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF PRTFLO S&P500 HI 78468R788 657 16397 SH SOLE NONE 0 0 16397 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 643 12770 SH SOLE NONE 0 0 12770 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 628 5224 SH SOLE NONE 0 0 5224 ALTRIA GROUP INC COM COM 02209S103 627 13158 SH SOLE NONE 0 0 13158 BROADCOM INC COM COM 11135F101 623 1307 SH SOLE NONE 0 0 1307 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 612 7169 SH SOLE NONE 0 0 7169 SEAGATE TECHNOLOGY ORD SHS G7997R103 597 6784 SH SOLE NONE 0 0 6784 L3HARRIS TECHNOLOGIES INC COM COM 502431109 541 2501 SH SOLE NONE 0 0 2501 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 537 4525 SH SOLE NONE 0 0 4525 MASTERCARD INCORPORATED CL A CL A 57636Q104 510 1397 SH SOLE NONE 0 0 1397 UNION PAC CORP COM COM 907818108 510 2319 SH SOLE NONE 0 0 2319 CISCO SYS INC COM 17275R102 508 9580 SH SOLE NONE 0 0 9580 AT&T INC COM COM 00206R102 505 17555 SH SOLE NONE 0 0 17555 NORFOLK SOUTHERN CRP COM 655844108 466 1754 SH SOLE NONE 0 0 1754 VANGUARD MEGA CAP VALUE ETF MEGA CAP VAL ETF 921910840 440 4418 SH SOLE NONE 0 0 4418 AMERICAN TOWER CORP COM 03027X100 438 1622 SH SOLE NONE 0 0 1622 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 437 11245 SH SOLE NONE 0 0 11245 VANGUARD UTILITIES INDEX FUND UTILITIES ETF 92204A876 423 3052 SH SOLE NONE 0 0 3052 WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND GLB US QTLY DIV 97717W844 423 10150 SH SOLE NONE 0 0 10150 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 418 7003 SH SOLE NONE 0 0 7003 KEYCORP COM COM 493267108 411 19900 SH SOLE NONE 0 0 19900 FOOT LOCKER INC COM COM 344849104 410 6658 SH SOLE NONE 0 0 6658 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 409 4510 SH SOLE NONE 0 0 4510 QUALCOMM INC COM COM 747525103 405 2836 SH SOLE NONE 0 0 2836 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 396 4165 SH SOLE NONE 0 0 4165 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 388 4390 SH SOLE NONE 0 0 4390 FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605 380 10349 SH SOLE NONE 0 0 10349 VANGUARD INDUSTRIALS INDEX FUND INDUSTRIAL ETF 92204A603 375 1910 SH SOLE NONE 0 0 1910 CONSOLIDATED EDISON INC COM COM 209115104 368 5137 SH SOLE NONE 0 0 5137 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 368 3729 SH SOLE NONE 0 0 3729 GILEAD SCIENCES INC COM 375558103 351 5097 SH SOLE NONE 0 0 5097 MAGNA INTL INC COM COM 559222401 351 3786 SH SOLE NONE 0 0 3786 VANGUARD CONSUMER STAPLES INDEX FUND CONSUM STP ETF 92204A207 341 1870 SH SOLE NONE 0 0 1870 MEDICAL PROPERTIES TRUST INC COM 58463J304 341 16960 SH SOLE NONE 0 0 16960 NUCOR CORP COM COM 670346105 341 3553 SH SOLE NONE 0 0 3553 FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF FT CBOE VEST S&P 33739Q705 341 6385 SH SOLE NONE 0 0 6385 FACEBOOK INC CL A CL A 30303M102 338 971 SH SOLE NONE 0 0 971 ISHARES DJ US PHARMA INDEX F U.S. PHARMA ETF 464288836 334 1797 SH SOLE NONE 0 0 1797 VANGUARD CONSUMER DISCRETIONARY INDEX FUND CONSUM DIS ETF 92204A108 334 1063 SH SOLE NONE 0 0 1063 VERTEX PHARMACEUTICALS IN COM 92532F100 333 1653 SH SOLE NONE 0 0 1653 QUANTA SERVICES INC COM 74762E102 325 3592 SH SOLE NONE 0 0 3592 APPLE INC COM 037833100 325 2375 SH SOLE NONE 0 0 2375 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 322 4249 SH SOLE NONE 0 0 4249 LILLY ELI & CO COM COM 532457108 304 1323 SH SOLE NONE 0 0 1323 JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHRT INC 46641Q837 301 5935 SH SOLE NONE 0 0 5935 SPDR GOLD ETF GOLD SHS 78463V107 293 1770 SH SOLE NONE 0 0 1770 INVESCO VARIABLE RATE INVESTMENT GRADE ETF VAR RATE INVT 46090A879 284 11319 SH SOLE NONE 0 0 11319 TE CONNECTIVITY LTD REG SHS H84989104 284 2097 SH SOLE NONE 0 0 2097 TORONTO DOMINION BANK COM NEW 891160509 272 3883 SH SOLE NONE 0 0 3883 MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 262 3178 SH SOLE NONE 0 0 3178 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 259 2060 SH SOLE NONE 0 0 2060 VANGUARD MID CAP MID CAP ETF 922908629 251 1059 SH SOLE NONE 0 0 1059 LIBERTY MEDIA CORP DEL COM C SIRIUSXM COM C SIRIUSXM 531229607 246 5302 SH SOLE NONE 0 0 5302 ISHARES 1-3 YR CREDIT BOND ETF ISHS 1-5YR INVS 464288646 246 4484 SH SOLE NONE 0 0 4484 LIBERTY BROADBAND CORP COM SER C COM SER C 530307305 243 1399 SH SOLE NONE 0 0 1399 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 241 2939 SH SOLE NONE 0 0 2939 MORGAN STANLEY COM NEW 617446448 236 2575 SH SOLE NONE 0 0 2575 ISHARES S&P U.S. PREFERRED STOCK ETF PFD AND INCM SEC 464288687 234 5948 SH SOLE NONE 0 0 5948 AMGEN INC COM 031162100 227 933 SH SOLE NONE 0 0 933 FREEPORT MCMORAN COPPER CL B 35671D857 223 6020 SH SOLE NONE 0 0 6020 ISHARES TRANSPORTATION AVERAGE ETF TRANS AVG ETF 464287192 220 846 SH SOLE NONE 0 0 846 CONSUMER STAPLES SELECT SECTOR SPDR SBI CONS STPLS 81369Y308 219 3128 SH SOLE NONE 0 0 3128 DIAGEO PLC SPON ADR NEW 25243Q205 217 1134 SH SOLE NONE 0 0 1134 KBW REGIONAL BANKINGETF S&P REGL BKG 78464A698 216 3298 SH SOLE NONE 0 0 3298 ISHARES TR S&P 1500 INDEX FD CORE S&P TTL STK 464287150 215 2181 SH SOLE NONE 0 0 2181 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF SSGA US LRG ETF 78468R804 213 1599 SH SOLE NONE 0 0 1599 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 209 2846 SH SOLE NONE 0 0 2846 LEAR CORP COM NEW COM NEW 521865204 206 1174 SH SOLE NONE 0 0 1174 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF PORTFOLIO INTRMD 78464A375 205 5577 SH SOLE NONE 0 0 5577 INTL BUSINESS MACHINES COM 459200101 203 1384 SH SOLE NONE 0 0 1384