0001606587-22-001778.txt : 20220815 0001606587-22-001778.hdr.sgml : 20220815 20220815103422 ACCESSION NUMBER: 0001606587-22-001778 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221163303 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 06-30-2022 06-30-2022 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 08-10-2022 0 159 255284 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM COM 88579Y101 598 4620 SH SOLE NONE 0 0 4620 ABBOTT LABS COM COM 002824100 1846 16996 SH SOLE NONE 0 0 16996 ABBVIE INC COM COM 00287Y109 4333 28293 SH SOLE NONE 0 0 28293 ACCENTURE LTD BERMUDA CL A SHS CLASS A G1151C101 744 2683 SH SOLE NONE 0 0 2683 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 686 313 SH SOLE NONE 0 0 313 ALPS TRUST ETF ALERIAN MLP ALERIAN MLP 00162Q452 426 12368 SH SOLE NONE 0 0 12368 ALTRIA GROUP INC COM COM 02209S103 591 14139 SH SOLE NONE 0 0 14139 AMAZON.COM INC COM 023135106 3516 33111 SH SOLE NONE 0 0 33111 AMERICAN EXPRESS CO COM COM 025816109 1147 8278 SH SOLE NONE 0 0 8278 AMERICAN TOWER CORP COM 03027X100 430 1685 SH SOLE NONE 0 0 1685 AMGEN INC COM 031162100 220 908 SH SOLE NONE 0 0 908 APPLE INC COM 037833100 12653 92548 SH SOLE NONE 0 0 92548 AT&T INC COM COM 00206R102 449 21457 SH SOLE NONE 0 0 21457 AUTODESK INC COM COM 052769106 802 4664 SH SOLE NONE 0 0 4664 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 6884 25217 SH SOLE NONE 0 0 25217 BIOMARIN PHARMACEUTICAL INC 1.25 05/15/2027 NOTE 1.250% 5/1 09061GAK7 30 30000 SH SOLE NONE 0 0 30000 BK OF AMERICA CORP COM COM 060505104 2144 68871 SH SOLE NONE 0 0 68871 BLACKROCK ULTRA SHORT-TERM BOND ETF BLACKROCK ULTRA 46434V878 315 6312 SH SOLE NONE 0 0 6312 BOEING CO COM COM 097023105 1419 10381 SH SOLE NONE 0 0 10381 BRISTOL-MYERS SQUIBB CO COM COM 110122108 2293 29781 SH SOLE NONE 0 0 29781 BROADCOM INC COM COM 11135F101 612 1260 SH SOLE NONE 0 0 1260 CATERPILLAR INC COM COM 149123101 316 1771 SH SOLE NONE 0 0 1771 CHEVRON CORP NEW COM COM 166764100 2045 14130 SH SOLE NONE 0 0 14130 CISCO SYS INC COM 17275R102 460 10788 SH SOLE NONE 0 0 10788 COCA COLA CO COM COM 191216100 2576 40947 SH SOLE NONE 0 0 40947 COLLEGIUM PHARMACEUTICAL INC 2.625 02/15/2026 NOTE 2.625% 2/1 19459JAA2 26 30000 SH SOLE NONE 0 0 30000 COMCAST CORP NEW CL A CL A 20030N101 1209 30825 SH SOLE NONE 0 0 30825 CONSOLIDATED EDISON INC COM COM 209115104 581 6113 SH SOLE NONE 0 0 6113 CONSTELLATION BRANDS INC CL A CL A 21036P108 827 3549 SH SOLE NONE 0 0 3549 COSTCO WHOLESALE CORP COM 22160K105 6536 13638 SH SOLE NONE 0 0 13638 CSX CORP COM 126408103 1336 45975 SH SOLE NONE 0 0 45975 CVS HEALTH CORP COM COM 126650100 1661 17936 SH SOLE NONE 0 0 17936 DEERE & CO COM COM 244199105 214 715 SH SOLE NONE 0 0 715 DIAGEO PLC SPON ADR NEW 25243Q205 213 1229 SH SOLE NONE 0 0 1229 DISNEY WALT CO COM COM 254687106 3325 35224 SH SOLE NONE 0 0 35224 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 402 3758 SH SOLE NONE 0 0 3758 EXXON MOBIL CORP COM COM 30231G102 1684 19665 SH SOLE NONE 0 0 19665 FEDEX CORP COM 31428X106 528 2331 SH SOLE NONE 0 0 2331 FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605 228 7258 SH SOLE NONE 0 0 7258 FIRST TR ISE WTR INDEX FD WTR ETF 33733B100 2251 31276 SH SOLE NONE 0 0 31276 FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND FST TR GLB FD 33739H101 2075 77547 SH SOLE NONE 0 0 77547 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF FST LOW OPPT EFT 33739Q200 236 4898 SH SOLE NONE 0 0 4898 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF NASDAQ CYB ETF 33734X846 685 17039 SH SOLE NONE 0 0 17039 FLEXSHARES READY ACCESS VARIABLE INCOME FUND READY ACC VARI 33939L886 853 11460 SH SOLE NONE 0 0 11460 FREEPORT MCMORAN COPPER CL B 35671D857 255 8740 SH SOLE NONE 0 0 8740 FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF FT CBOE VEST S&P 33739Q705 956 19485 SH SOLE NONE 0 0 19485 GILEAD SCIENCES INC COM 375558103 285 4615 SH SOLE NONE 0 0 4615 GOLDMAN SACHS GROUP INC COM 38141G104 525 1770 SH SOLE NONE 0 0 1770 GOOGLE INC CAP STK CL A 02079K305 5064 2323 SH SOLE NONE 0 0 2323 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 294 2300 SH SOLE NONE 0 0 2300 HOME DEPOT COM 437076102 2674 9752 SH SOLE NONE 0 0 9752 HONEYWELL INTL INC COM 438516106 2000 11511 SH SOLE NONE 0 0 11511 INTEL CORP COM COM 458140100 670 17910 SH SOLE NONE 0 0 17910 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 425 4525 SH SOLE NONE 0 0 4525 INTL BUSINESS MACHINES COM 459200101 210 1488 SH SOLE NONE 0 0 1488 INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF DYNMC LEISURE 46137V720 459 12681 SH SOLE NONE 0 0 12681 INVESCO VARIABLE RATE INVESTMENT GRADE ETF VAR RATE INVT 46090A879 207 8409 SH SOLE NONE 0 0 8409 IQIYI INC 4 12/15/2026 NOTE 4.000%12/1 46267XAE8 19 30000 SH SOLE NONE 0 0 30000 ISHARES 1-3 YR CREDIT BOND ETF ISHS 1-5YR INVS 464288646 220 4356 SH SOLE NONE 0 0 4356 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 664 13954 SH SOLE NONE 0 0 13954 ISHARES DJ SELECT DIVIDEND SELECT DIVID ETF 464287168 1738 14771 SH SOLE NONE 0 0 14771 ISHARES DJ US PHARMA INDEX F U.S. PHARMA ETF 464288836 295 1544 SH SOLE NONE 0 0 1544 ISHARES MSCI CANADA INDEX MSCI CDA ETF 464286509 259 7692 SH SOLE NONE 0 0 7692 ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF GLB AGRIC PR ETF 464286350 412 10522 SH SOLE NONE 0 0 10522 ISHARES MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 977 8753 SH SOLE NONE 0 0 8753 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 719 3288 SH SOLE NONE 0 0 3288 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 495 2923 SH SOLE NONE 0 0 2923 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 4033 10638 SH SOLE NONE 0 0 10638 ISHARES S&P U.S. PREFERRED STOCK ETF PFD AND INCM SEC 464288687 265 8068 SH SOLE NONE 0 0 8068 ISHARES U.S. AEROSPACE & DEFENSE ETF US AER DEF ETF 464288760 876 8835 SH SOLE NONE 0 0 8835 JOHNSON & JOHNSON COM COM 478160104 5731 32287 SH SOLE NONE 0 0 32287 JPMORGAN CHASE & CO COM COM 46625H100 2008 17836 SH SOLE NONE 0 0 17836 L3HARRIS TECHNOLOGIES INC COM COM 502431109 604 2501 SH SOLE NONE 0 0 2501 LEAR CORP COM NEW COM NEW 521865204 275 2190 SH SOLE NONE 0 0 2190 LILLY ELI & CO COM COM 532457108 481 1485 SH SOLE NONE 0 0 1485 LIVE NATION ENTERTAINMENT INC COM COM 538034109 226 2747 SH SOLE NONE 0 0 2747 LOCKHEED MARTIN CORP COM 539830109 813 1893 SH SOLE NONE 0 0 1893 MAGNA INTL INC COM COM 559222401 729 13280 SH SOLE NONE 0 0 13280 MASTERCARD INCORPORATED CL A CL A 57636Q104 454 1441 SH SOLE NONE 0 0 1441 MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 260 3538 SH SOLE NONE 0 0 3538 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 360 4334 SH SOLE NONE 0 0 4334 MCDONALDS CORP COM COM 580135101 2079 8424 SH SOLE NONE 0 0 8424 MEDICAL PROPERTIES TRUST INC COM 58463J304 241 15822 SH SOLE NONE 0 0 15822 MEDTRONIC PLC SHS SHS G5960L103 551 6143 SH SOLE NONE 0 0 6143 MERCK & CO INC COM 58933Y105 4673 51259 SH SOLE NONE 0 0 51259 MICROSOFT COM 594918104 8786 34212 SH SOLE NONE 0 0 34212 MONDELEZ INTL INC CL A CL A 609207105 1395 22470 SH SOLE NONE 0 0 22470 MORGAN STANLEY COM NEW 617446448 243 3195 SH SOLE NONE 0 0 3195 NEXTERA ENERGY INC COM COM 65339F101 964 12449 SH SOLE NONE 0 0 12449 NIKE INC CLASS B CL B 654106103 1979 19370 SH SOLE NONE 0 0 19370 NORFOLK SOUTHERN CRP COM 655844108 398 1754 SH SOLE NONE 0 0 1754 NUCOR CORP COM COM 670346105 370 3553 SH SOLE NONE 0 0 3553 PEPSICO INC COM COM 713448108 5814 34887 SH SOLE NONE 0 0 34887 PFIZER INC COM COM 717081103 6990 133327 SH SOLE NONE 0 0 133327 PHILIP MORRIS INTL INC COM 718172109 1614 16356 SH SOLE NONE 0 0 16356 PNC FINL SVCS GROUP INC COM COM 693475105 2814 17842 SH SOLE NONE 0 0 17842 POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD WATER RES ETF 46137V142 2738 59243 SH SOLE NONE 0 0 59243 POWERSHARES QQQ TR UNIT SER 1 46090E103 934 3332 SH SOLE NONE 0 0 3332 PROCTER AND GAMBLE CO COM COM 742718109 2069 14391 SH SOLE NONE 0 0 14391 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 401 4705 SH SOLE NONE 0 0 4705 PRUDENTIAL FINL INC COM 744320102 609 6373 SH SOLE NONE 0 0 6373 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 637 10070 SH SOLE NONE 0 0 10070 QUALCOMM INC COM COM 747525103 418 3276 SH SOLE NONE 0 0 3276 QUANTA SERVICES INC COM 74762E102 3202 25550 SH SOLE NONE 0 0 25550 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 692 7208 SH SOLE NONE 0 0 7208 ROYAL DUTCH SHELL PLC-ADR SPON ADS 780259305 544 10418 SH SOLE NONE 0 0 10418 S&P 500 EQUAL WEIGHT S&P500 EQL WGT 46137V357 3416 25449 SH SOLE NONE 0 0 25449 SALESFORCE COM COM 79466L302 978 5926 SH SOLE NONE 0 0 5926 SANOFI SA SPONSORED ADR 80105N105 558 11171 SH SOLE NONE 0 0 11171 SEAGATE TECHNOLOGY ORD SHS G7997R103 489 6845 SH SOLE NONE 0 0 6845 SPDR DOW JONES INDUSTRIAL ETF UT SER 1 78467X109 1204 3913 SH SOLE NONE 0 0 3913 SPDR GOLD ETF GOLD SHS 78463V107 302 1793 SH SOLE NONE 0 0 1793 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF PORTFOLI S&P1500 78464A805 2274 48926 SH SOLE NONE 0 0 48926 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 1402 31626 SH SOLE NONE 0 0 31626 SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409 1272 24338 SH SOLE NONE 0 0 24338 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF PRTFLO S&P500 HI 78468R788 647 16220 SH SOLE NONE 0 0 16220 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2310 62754 SH SOLE NONE 0 0 62754 SPDR PORTFOLIO SHORT TERM TREASURY ETF PORTFOLIO SH TSR 78468R101 1156 39254 SH SOLE NONE 0 0 39254 SPDR S&P 500 ETF TR UNIT 78462F103 2257 5985 SH SOLE NONE 0 0 5985 SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MO 78468R663 248 2717 SH SOLE NONE 0 0 2717 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 1267 10680 SH SOLE NONE 0 0 10680 STARBUCKS CORP COM 855244109 1234 16158 SH SOLE NONE 0 0 16158 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 618 7563 SH SOLE NONE 0 0 7563 TARGET CORP COM COM 87612E106 707 5008 SH SOLE NONE 0 0 5008 TE CONNECTIVITY LTD SHS H84989104 237 2097 SH SOLE NONE 0 0 2097 TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY 81369Y803 748 5884 SH SOLE NONE 0 0 5884 TJX COS INC NEW COM COM 872540109 4329 77515 SH SOLE NONE 0 0 77515 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 889 19413 SH SOLE NONE 0 0 19413 UNION PAC CORP COM COM 907818108 509 2389 SH SOLE NONE 0 0 2389 UNITED PARCEL SERVICE INC CL B 911312106 1577 8643 SH SOLE NONE 0 0 8643 UNITEDHEALTH GROUP COM 91324P102 3925 7643 SH SOLE NONE 0 0 7643 VANGUARD CONSUMER DISCRETIONARY INDEX FUND CONSUM DIS ETF 92204A108 225 991 SH SOLE NONE 0 0 991 VANGUARD CONSUMER STAPLES INDEX FUND CONSUM STP ETF 92204A207 399 2154 SH SOLE NONE 0 0 2154 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 4948 34492 SH SOLE NONE 0 0 34492 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 542 5450 SH SOLE NONE 0 0 5450 VANGUARD FINANCIALS INDEX FUND FINANCIALS ETF 92204A405 1406 18218 SH SOLE NONE 0 0 18218 VANGUARD GROWTH ETF GROWTH ETF 922908736 1696 7610 SH SOLE NONE 0 0 7610 VANGUARD HEALTH CARE INDEX FUND HEALTH CAR ETF 92204A504 2237 9502 SH SOLE NONE 0 0 9502 VANGUARD HIGH DIVIDEND YIELD HIGH DIV YLD 921946406 3090 30386 SH SOLE NONE 0 0 30386 VANGUARD INDUSTRIALS INDEX FUND INDUSTRIAL ETF 92204A603 355 2178 SH SOLE NONE 0 0 2178 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 3025 9264 SH SOLE NONE 0 0 9264 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 212 2658 SH SOLE NONE 0 0 2658 VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 6231 34298 SH SOLE NONE 0 0 34298 VANGUARD MEGA CAP VALUE ETF MEGA CAP VAL ETF 921910840 409 4255 SH SOLE NONE 0 0 4255 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 1528 16776 SH SOLE NONE 0 0 16776 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1005 2899 SH SOLE NONE 0 0 2899 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 638 8375 SH SOLE NONE 0 0 8375 VANGUARD SHORT-TERM GOVERNMENT BOND ETF SHORT TERM TREAS 92206C102 1202 20422 SH SOLE NONE 0 0 20422 VANGUARD TOTAL INTL STOCK IDEX ETF VG TL INTL STK F 921909768 736 14280 SH SOLE NONE 0 0 14280 VANGUARD TOTAL STK MKT TOTAL STK MKT 922908769 10178 53963 SH SOLE NONE 0 0 53963 VANGUARD ULTRA-SHORT BOND ETF VANGUARD ULTRA 92203C303 469 9538 SH SOLE NONE 0 0 9538 VANGUARD UTILITIES INDEX FUND UTILITIES ETF 92204A876 684 4496 SH SOLE NONE 0 0 4496 VANGUARD VALUE ETF VALUE ETF 922908744 5322 40355 SH SOLE NONE 0 0 40355 VERIZON COMMUNICATIONS COM 92343V104 4101 80818 SH SOLE NONE 0 0 80818 VERTEX PHARMACEUTICALS IN COM 92532F100 479 1703 SH SOLE NONE 0 0 1703 VISA INC COM CL A 92826C839 2372 12052 SH SOLE NONE 0 0 12052 WALMART INC COM COM 931142103 3763 30956 SH SOLE NONE 0 0 30956 WASTE MANAGEMENT INC COM 94106L109 2643 17278 SH SOLE NONE 0 0 17278 WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND GLB US QTLY DIV 97717W844 339 10710 SH SOLE NONE 0 0 10710