0001606587-22-000361.txt : 20220207 0001606587-22-000361.hdr.sgml : 20220207 20220207133236 ACCESSION NUMBER: 0001606587-22-000361 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22596665 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 12-31-2021 12-31-2021 false Raab & Moskowitz Asset Management LLC

10 Townsquare, Suite 100 Chatham NJ 07928

13F HOLDINGS REPORT 028-16254 N Daniel H. Moskowitz 973.635.8889 Daniel H. Moskowitz Chatham NJ 02-07-2022 0 168 304893 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 15991 90053 SH SOLE NONE 0 0 90053 VANGUARD TOTAL STK MKT TOTAL STK MKT 922908769 13359 55331 SH SOLE NONE 0 0 55331 MICROSOFT COM 594918104 11188 33265 SH SOLE NONE 0 0 33265 VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 9815 37639 SH SOLE NONE 0 0 37639 PFIZER INC COM COM 717081103 8020 135812 SH SOLE NONE 0 0 135812 COSTCO WHOLESALE CORP COM 22160K105 7764 13675 SH SOLE NONE 0 0 13675 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 7534 25197 SH SOLE NONE 0 0 25197 GOOGLE INC CAP STK CL A 02079K305 6417 2214 SH SOLE NONE 0 0 2214 TJX COS INC NEW COM COM 872540109 5759 75853 SH SOLE NONE 0 0 75853 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 5751 33482 SH SOLE NONE 0 0 33482 PEPSICO INC COM COM 713448108 5601 32240 SH SOLE NONE 0 0 32240 JOHNSON & JOHNSON COM COM 478160104 5545 32411 SH SOLE NONE 0 0 32411 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 5151 10799 SH SOLE NONE 0 0 10799 AMAZON.COM INC COM 023135106 5062 1518 SH SOLE NONE 0 0 1518 DISNEY WALT CO COM COM 254687106 4994 32244 SH SOLE NONE 0 0 32244 VANGUARD VALUE ETF VALUE ETF 922908744 4625 31441 SH SOLE NONE 0 0 31441 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 4573 9982 SH SOLE NONE 0 0 9982 VERIZON COMMUNICATIONS COM 92343V104 4200 80835 SH SOLE NONE 0 0 80835 HOME DEPOT COM 437076102 4045 9746 SH SOLE NONE 0 0 9746 GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT S&P500 EQL WGT 46137V357 3933 24166 SH SOLE NONE 0 0 24166 WALMART INC COM COM 931142103 3912 27039 SH SOLE NONE 0 0 27039 MERCK & CO INC COM 58933Y105 3837 50067 SH SOLE NONE 0 0 50067 ABBVIE INC COM COM 00287Y109 3808 28121 SH SOLE NONE 0 0 28121 PNC FINL SVCS GROUP INC COM COM 693475105 3718 18540 SH SOLE NONE 0 0 18540 UNITEDHEALTH GROUP COM 91324P102 3675 7318 SH SOLE NONE 0 0 7318 POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD WATER RES ETF 46137V142 3668 60293 SH SOLE NONE 0 0 60293 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF PORTFOLI S&P1500 78464A805 3457 59147 SH SOLE NONE 0 0 59147 NIKE INC CLASS B CL B 654106103 3285 19708 SH SOLE NONE 0 0 19708 FIRST TR ISE WTR INDEX FD WTR ETF 33733B100 3173 33469 SH SOLE NONE 0 0 33469 BK OF AMERICA CORP COM COM 060505104 3089 69421 SH SOLE NONE 0 0 69421 QUANTA SERVICES INC COM 74762E102 2949 25717 SH SOLE NONE 0 0 25717 SPDR S&P 500 ETF TR UNIT 78462F103 2846 5993 SH SOLE NONE 0 0 5993 JPMORGAN CHASE & CO COM COM 46625H100 2819 17801 SH SOLE NONE 0 0 17801 WASTE MANAGEMENT INC COM 94106L109 2805 16806 SH SOLE NONE 0 0 16806 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2632 62664 SH SOLE NONE 0 0 62664 VANGUARD HIGH DIVIDEND YIELD HIGH DIV YLD 921946406 2597 23161 SH SOLE NONE 0 0 23161 VISA INC COM CL A 92826C839 2565 11835 SH SOLE NONE 0 0 11835 VANGUARD HEALTH CARE INDEX FUND HEALTH CAR ETF 92204A504 2539 9531 SH SOLE NONE 0 0 9531 COCA COLA CO COM COM 191216100 2491 42066 SH SOLE NONE 0 0 42066 HONEYWELL INTL INC COM 438516106 2463 11813 SH SOLE NONE 0 0 11813 VANGUARD GROWTH ETF GROWTH ETF 922908736 2419 7539 SH SOLE NONE 0 0 7539 ABBOTT LABS COM COM 002824100 2388 16966 SH SOLE NONE 0 0 16966 PROCTER AND GAMBLE CO COM COM 742718109 2274 13899 SH SOLE NONE 0 0 13899 MCDONALDS CORP COM COM 580135101 2272 8475 SH SOLE NONE 0 0 8475 VANGUARD FINANCIALS INDEX FUND FINANCIALS ETF 92204A405 2195 22734 SH SOLE NONE 0 0 22734 BOEING CO COM COM 097023105 2189 10872 SH SOLE NONE 0 0 10872 BRISTOL-MYERS SQUIBB CO COM COM 110122108 2078 33324 SH SOLE NONE 0 0 33324 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 2046 36641 SH SOLE NONE 0 0 36641 SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409 2043 28196 SH SOLE NONE 0 0 28196 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 1997 17214 SH SOLE NONE 0 0 17214 VANGUARD SHORT-TERM GOVERNMENT BOND ETF SHORT TERM TREAS 92206C102 1890 31072 SH SOLE NONE 0 0 31072 CVS HEALTH CORP COM COM 126650100 1879 18216 SH SOLE NONE 0 0 18216 UNITED PARCEL SERVICE INC CL B 911312106 1851 8637 SH SOLE NONE 0 0 8637 STARBUCKS CORP COM 855244109 1847 15791 SH SOLE NONE 0 0 15791 CSX CORP COM 126408103 1834 48785 SH SOLE NONE 0 0 48785 SPDR PORTFOLIO SHORT TERM TREASURY ETF PORTFOLIO SH TSR 78468R101 1793 58906 SH SOLE NONE 0 0 58906 FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND FST TR GLB FD 33739H101 1650 71547 SH SOLE NONE 0 0 71547 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 1643 12726 SH SOLE NONE 0 0 12726 CHEVRON CORP NEW COM COM 166764100 1633 13918 SH SOLE NONE 0 0 13918 SPDR DOW JONES INDUSTRIAL ETF UT SER 1 78467X109 1614 4443 SH SOLE NONE 0 0 4443 SALESFORCE COM COM 79466L302 1536 6043 SH SOLE NONE 0 0 6043 PHILIP MORRIS INTL INC COM 718172109 1521 16008 SH SOLE NONE 0 0 16008 COMCAST CORP NEW CL A CL A 20030N101 1492 29636 SH SOLE NONE 0 0 29636 ISHARES DJ SELECT DIVIDEND SELECT DIVID ETF 464287168 1442 11766 SH SOLE NONE 0 0 11766 MONDELEZ INTL INC CL A CL A 609207105 1429 21555 SH SOLE NONE 0 0 21555 POWERSHARES QQQ TR UNIT SER 1 46090E103 1423 3577 SH SOLE NONE 0 0 3577 AMERICAN EXPRESS CO COM COM 025816109 1356 8291 SH SOLE NONE 0 0 8291 AUTODESK INC COM COM 052769106 1311 4664 SH SOLE NONE 0 0 4664 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1245 2851 SH SOLE NONE 0 0 2851 EXXON MOBIL CORP COM COM 30231G102 1191 19461 SH SOLE NONE 0 0 19461 VANGUARD TOTAL INTL STOCK IDEX ETF VG TL INTL STK F 921909768 1138 17907 SH SOLE NONE 0 0 17907 ACCENTURE LTD BERMUDA CL A SHS CLASS A G1151C101 1135 2738 SH SOLE NONE 0 0 2738 NEXTERA ENERGY INC COM COM 65339F101 1124 12035 SH SOLE NONE 0 0 12035 MAGNA INTL INC COM COM 559222401 1121 13854 SH SOLE NONE 0 0 13854 3M CO COM COM 88579Y101 1098 6183 SH SOLE NONE 0 0 6183 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 1077 13254 SH SOLE NONE 0 0 13254 TARGET CORP COM COM 87612E106 1058 4570 SH SOLE NONE 0 0 4570 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 1021 8486 SH SOLE NONE 0 0 8486 TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY 81369Y803 1008 5797 SH SOLE NONE 0 0 5797 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 1005 3288 SH SOLE NONE 0 0 3288 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 1005 18678 SH SOLE NONE 0 0 18678 FLEXSHARES READY ACCESS VARIABLE INCOME FUND READY ACC VARI 33939L886 1003 13274 SH SOLE NONE 0 0 13274 ISHARES MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 977 6709 SH SOLE NONE 0 0 6709 INTEL CORP COM COM 458140100 965 18741 SH SOLE NONE 0 0 18741 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 894 308 SH SOLE NONE 0 0 308 CONSTELLATION BRANDS INC CL A CL A 21036P108 884 3523 SH SOLE NONE 0 0 3523 BROADCOM INC COM COM 11135F101 806 1212 SH SOLE NONE 0 0 1212 SEAGATE TECHNOLOGY ORD SHS G7997R103 766 6784 SH SOLE NONE 0 0 6784 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 756 3398 SH SOLE NONE 0 0 3398 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 711 12788 SH SOLE NONE 0 0 12788 PRUDENTIAL FINL INC COM 744320102 696 6428 SH SOLE NONE 0 0 6428 GOLDMAN SACHS GROUP INC COM 38141G104 695 1816 SH SOLE NONE 0 0 1816 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF PRTFLO S&P500 HI 78468R788 689 16388 SH SOLE NONE 0 0 16388 LOCKHEED MARTIN CORP COM 539830109 660 1857 SH SOLE NONE 0 0 1857 SANOFI SA SPONSORED ADR 80105N105 635 12671 SH SOLE NONE 0 0 12671 CISCO SYS INC COM 17275R102 626 9878 SH SOLE NONE 0 0 9878 MEDTRONIC PLC SHS SHS G5960L103 622 6008 SH SOLE NONE 0 0 6008 ALTRIA GROUP INC COM COM 02209S103 621 13108 SH SOLE NONE 0 0 13108 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 619 4525 SH SOLE NONE 0 0 4525 FEDEX CORP COM 31428X106 611 2361 SH SOLE NONE 0 0 2361 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 599 6964 SH SOLE NONE 0 0 6964 VANGUARD UTILITIES INDEX FUND UTILITIES ETF 92204A876 591 3780 SH SOLE NONE 0 0 3780 UNION PAC CORP COM COM 907818108 584 2319 SH SOLE NONE 0 0 2319 FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF FT CBOE VEST S&P 33739Q705 573 10020 SH SOLE NONE 0 0 10020 L3HARRIS TECHNOLOGIES INC COM COM 502431109 533 2501 SH SOLE NONE 0 0 2501 NORFOLK SOUTHERN CRP COM 655844108 522 1754 SH SOLE NONE 0 0 1754 QUALCOMM INC COM COM 747525103 519 2836 SH SOLE NONE 0 0 2836 MASTERCARD INCORPORATED CL A CL A 57636Q104 507 1412 SH SOLE NONE 0 0 1412 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 478 7170 SH SOLE NONE 0 0 7170 VANGUARD MEGA CAP VALUE ETF MEGA CAP VAL ETF 921910840 472 4418 SH SOLE NONE 0 0 4418 AT&T INC COM COM 00206R102 467 18998 SH SOLE NONE 0 0 18998 AMERICAN TOWER CORP COM 03027X100 463 1583 SH SOLE NONE 0 0 1583 KEYCORP COM COM 493267108 460 19900 SH SOLE NONE 0 0 19900 LEAR CORP COM NEW COM NEW 521865204 457 2500 SH SOLE NONE 0 0 2500 WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND GLB US QTLY DIV 97717W844 452 10385 SH SOLE NONE 0 0 10385 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 443 4510 SH SOLE NONE 0 0 4510 CONSOLIDATED EDISON INC COM COM 209115104 424 4972 SH SOLE NONE 0 0 4972 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 424 4390 SH SOLE NONE 0 0 4390 APPLE INC COM 037833100 422 0 SH SOLE NONE 0 0 0 VANGUARD ULTRA-SHORT BOND ETF VANGUARD ULTRA 92203C303 414 8281 SH SOLE NONE 0 0 8281 NUCOR CORP COM COM 670346105 406 3553 SH SOLE NONE 0 0 3553 VANGUARD CONSUMER STAPLES INDEX FUND CONSUM STP ETF 92204A207 398 1992 SH SOLE NONE 0 0 1992 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 391 3729 SH SOLE NONE 0 0 3729 VANGUARD INDUSTRIALS INDEX FUND INDUSTRIAL ETF 92204A603 382 1883 SH SOLE NONE 0 0 1883 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 375 8643 SH SOLE NONE 0 0 8643 MEDICAL PROPERTIES TRUST INC COM 58463J304 374 15822 SH SOLE NONE 0 0 15822 JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHRT INC 46641Q837 366 7243 SH SOLE NONE 0 0 7243 LILLY ELI & CO COM COM 532457108 365 1323 SH SOLE NONE 0 0 1323 FREEPORT MCMORAN COPPER CL B 35671D857 365 8740 SH SOLE NONE 0 0 8740 VERTEX PHARMACEUTICALS IN COM 92532F100 363 1653 SH SOLE NONE 0 0 1653 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 362 3050 SH SOLE NONE 0 0 3050 ISHARES DJ US PHARMA INDEX F U.S. PHARMA ETF 464288836 358 1791 SH SOLE NONE 0 0 1791 SPDR GOLD ETF GOLD SHS 78463V107 346 2025 SH SOLE NONE 0 0 2025 CATERPILLAR INC COM COM 149123101 346 1674 SH SOLE NONE 0 0 1674 TE CONNECTIVITY LTD SHS H84989104 338 2097 SH SOLE NONE 0 0 2097 VANGUARD CONSUMER DISCRETIONARY INDEX FUND CONSUM DIS ETF 92204A108 338 993 SH SOLE NONE 0 0 993 FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605 337 8621 SH SOLE NONE 0 0 8621 GILEAD SCIENCES INC COM 375558103 330 4547 SH SOLE NONE 0 0 4547 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 320 4124 SH SOLE NONE 0 0 4124 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 318 3429 SH SOLE NONE 0 0 3429 META PLATFORMS INC CL A CL A 30303M102 310 921 SH SOLE NONE 0 0 921 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 290 2060 SH SOLE NONE 0 0 2060 MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 288 3182 SH SOLE NONE 0 0 3182 FOOT LOCKER INC COM COM 344849104 284 6509 SH SOLE NONE 0 0 6509 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF FST LOW OPPT EFT 33739Q200 270 5406 SH SOLE NONE 0 0 5406 VANGUARD MID CAP MID CAP ETF 922908629 270 1059 SH SOLE NONE 0 0 1059 LIBERTY MEDIA CORP DEL COM C SIRIUSXM COM C SIRIUSXM 531229607 270 5302 SH SOLE NONE 0 0 5302 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF SSGA US LRG ETF 78468R804 258 1712 SH SOLE NONE 0 0 1712 DIAGEO PLC SPON ADR NEW 25243Q205 256 1161 SH SOLE NONE 0 0 1161 ALPS TRUST ETF ALERIAN MLP ALERIAN MLP 00162Q452 246 7525 SH SOLE NONE 0 0 7525 MORGAN STANLEY COM NEW 617446448 244 2490 SH SOLE NONE 0 0 2490 CONSUMER STAPLES SELECT SECTOR SPDR SBI CONS STPLS 81369Y308 241 3128 SH SOLE NONE 0 0 3128 INVESCO KBW BANK ETF KBW BK ETF 46138E628 240 3545 SH SOLE NONE 0 0 3545 ISHARES 1-3 YR CREDIT BOND ETF ISHS 1-5YR INVS 464288646 237 4404 SH SOLE NONE 0 0 4404 NETFLIX COM INC COM 64110L106 236 392 SH SOLE NONE 0 0 392 INVESCO VARIABLE RATE INVESTMENT GRADE ETF VAR RATE INVT 46090A879 235 9358 SH SOLE NONE 0 0 9358 ISHARES TR S&P 1500 INDEX FD CORE S&P TTL STK 464287150 233 2181 SH SOLE NONE 0 0 2181 TORONTO DOMINION BANK COM NEW 891160509 228 2979 SH SOLE NONE 0 0 2979 LIBERTY BROADBAND CORP COM SER C COM SER C 530307305 225 1399 SH SOLE NONE 0 0 1399 ISHARES U.S. TRANSPORTATION ETF US TRSPRTION 464287192 225 814 SH SOLE NONE 0 0 814 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 224 2775 SH SOLE NONE 0 0 2775 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 210 2604 SH SOLE NONE 0 0 2604 CLOROX CO DEL COM COM 189054109 210 1201 SH SOLE NONE 0 0 1201 CHARLES SCHWAB CORP COM 808513105 207 2467 SH SOLE NONE 0 0 2467 BLACKROCK ULTRA SHORT-TERM BOND ETF BLACKROCK ULTRA 46434V878 205 4061 SH SOLE NONE 0 0 4061 KBW REGIONAL BANKINGETF S&P REGL BKG 78464A698 204 2873 SH SOLE NONE 0 0 2873 FORTUNE BRANDS HOME & SECURITY INC WI COM 34964C106 203 1900 SH SOLE NONE 0 0 1900 AMGEN INC COM 031162100 200 888 SH SOLE NONE 0 0 888