Raab & Moskowitz Asset Management LLC Diversified Active

CIK: 0001616664 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 4, 2019

Total Value ($000): $203,243 (100.0% shares, 0.0% debt)

Holdings (158)

VTI VANGUARD TOTAL STK MKT 4.3%
Value ($000) $8,739 Shares 68,477 Est. Cost $107.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.9%
Value ($000) $5,832 Shares 28,566 Est. Cost $130.62 Unrealized +59.9%
PFE PFIZER INC COM 2.9%
Value ($000) $5,795 Shares 132,780 Est. Cost $17.95 Unrealized +67.3%
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $4,932 Shares 38,218 Est. Cost $69.58 Unrealized +64.0%
BA BOEING CO COM 2.2%
Value ($000) $4,546 Shares 14,099 Est. Cost $117.76 Unrealized +184.5%
DIS DISNEY WALT CO COM DISNEY 2.1%
Value ($000) $4,293 Shares 39,154 Est. Cost $90.28 Unrealized +20.9%
AAPL APPLE INC 2.0%
Value ($000) $4,075 Shares 25,835 Est. Cost $20.60 Unrealized +123.3%
VZ VERIZON COMMUNICATIONS 2.0%
Value ($000) $4,016 Shares 71,451 Est. Cost $27.78 Unrealized +39.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.9%
Value ($000) $3,812 Shares 38,919 Est. Cost $79.97 Unrealized
MRK MERCK & CO INC 1.8%
Value ($000) $3,752 Shares 49,105 Est. Cost $32.05 Unrealized +76.3%
PEP PEPSICO INC COM 1.8%
Value ($000) $3,641 Shares 32,959 Est. Cost $60.08 Unrealized +50.9%
PHO POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD 1.7%
Value ($000) $3,541 Shares 125,556 Est. Cost $30.23 Unrealized
T AT&T INC COM 1.7%
Value ($000) $3,414 Shares 119,631 Est. Cost $12.71 Unrealized +10.3%
IVV ISHARES S&P 500 INDEX 1.7%
Value ($000) $3,397 Shares 13,504 Est. Cost $230.13 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 1.6%
Value ($000) $3,327 Shares 70,470 Est. Cost $52.17 Unrealized
TJX TJX COS INC NEW COM 1.6%
Value ($000) $3,166 Shares 70,775 Est. Cost $36.98 Unrealized +24.1%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $3,116 Shares 28,645 Est. Cost $71.91 Unrealized +17.8%
BMY BRISTOL MYERS SQUIBB CO COM 1.5%
Value ($000) $2,997 Shares 57,659 Est. Cost $37.29 Unrealized +9.9%
COST COSTCO WHOLESALE CORP 1.4%
Value ($000) $2,906 Shares 14,267 Est. Cost $98.63 Unrealized +104.8%
MSFT MICROSOFT 1.4%
Value ($000) $2,855 Shares 28,116 Est. Cost $55.62 Unrealized +79.8%
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $2,812 Shares 41,241 Est. Cost $55.56 Unrealized +1.5%
PNC PNC FINL SVCS GROUP INC COM 1.4%
Value ($000) $2,758 Shares 23,592 Est. Cost $57.80 Unrealized +71.2%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.3%
Value ($000) $2,589 Shares 95,334 Est. Cost $29.09 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 1.2%
Value ($000) $2,511 Shares 101,967 Est. Cost $25.01 Unrealized
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $2,441 Shares 9,768 Est. Cost $221.04 Unrealized
GOOGL GOOGLE INC 1.2%
Value ($000) $2,365 Shares 2,264 Est. Cost $36.91 Unrealized +45.3%
BAC BANK AMER CORP COM 1.2%
Value ($000) $2,353 Shares 95,498 Est. Cost $17.74 Unrealized +28.5%
VHT VANGUARD HEALTH CARE INDEX FUND 1.1%
Value ($000) $2,294 Shares 14,286 Est. Cost $151.63 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.1%
Value ($000) $2,190 Shares 15,734 Est. Cost $39.21 Unrealized +59.6%
VNQ VANGUARD REIT INDEX ETF 1.1%
Value ($000) $2,175 Shares 29,175 Est. Cost $71.38 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 1.0%
Value ($000) $2,100 Shares 73,149 Est. Cost $32.26 Unrealized
MMM 3M CO COM 1.0%
Value ($000) $2,047 Shares 10,743 Est. Cost $117.09 Unrealized +9.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1.0%
Value ($000) $2,014 Shares 76,164 Est. Cost $31.36 Unrealized
AMZN AMAZON.COM INC 1.0%
Value ($000) $2,009 Shares 1,338 Est. Cost $23.24 Unrealized +257.7%
INTC INTEL CORP COM 1.0%
Value ($000) $1,993 Shares 42,477 Est. Cost $20.90 Unrealized +92.3%
WMT WALMART INC COM 1.0%
Value ($000) $1,931 Shares 20,733 Est. Cost $25.36 Unrealized +13.4%
ROYAL DUTCH SHELL PLC SPON ADR B 0.9%
Value ($000) $1,911 Shares 31,893 Est. Cost $71.30 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $1,824 Shares 36,235 Est. Cost $50.77 Unrealized
NKE NIKE INC CLASS B 0.9%
Value ($000) $1,821 Shares 24,571 Est. Cost $47.73 Unrealized +42.8%
VFH VANGUARD FINANCIALS INDEX FUND 0.9%
Value ($000) $1,815 Shares 30,586 Est. Cost $62.35 Unrealized
WM WASTE MANAGEMENT INC 0.9%
Value ($000) $1,810 Shares 20,341 Est. Cost $34.79 Unrealized +129.0%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $1,802 Shares 18,469 Est. Cost $53.53 Unrealized +63.5%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.9%
Value ($000) $1,753 Shares 10,508 Est. Cost $122.30 Unrealized
HD HOME DEPOT 0.9%
Value ($000) $1,736 Shares 10,108 Est. Cost $104.53 Unrealized +43.9%
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,710 Shares 12,944 Est. Cost $73.38 Unrealized +60.4%
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.8%
Value ($000) $1,663 Shares 54,760 Est. Cost $30.61 Unrealized
UNH UNITEDHEALTH GROUP 0.8%
Value ($000) $1,641 Shares 6,590 Est. Cost $201.13 Unrealized +16.9%
VGK VANGUARD EUROPEAN 0.8%
Value ($000) $1,527 Shares 31,423 Est. Cost $56.69 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $1,497 Shares 16,294 Est. Cost $58.09 Unrealized +28.7%
VDE VANGUARD ENERGY INDEX FUND 0.7%
Value ($000) $1,494 Shares 19,375 Est. Cost $97.58 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,488 Shares 20,583 Est. Cost $32.66 Unrealized +90.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $1,435 Shares 38,705 Est. Cost $43.85 Unrealized
HARRIS CORP DEL COM 0.7%
Value ($000) $1,424 Shares 10,582 Est. Cost $86.35 Unrealized
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $1,306 Shares 13,392 Est. Cost $65.98 Unrealized +24.4%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,299 Shares 42,042 Est. Cost $31.14 Unrealized
V VISA INC 0.6%
Value ($000) $1,261 Shares 9,564 Est. Cost $82.25 Unrealized +59.8%
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,261 Shares 13,232 Est. Cost $69.74 Unrealized +36.2%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.6%
Value ($000) $1,257 Shares 43,043 Est. Cost $30.58 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,167 Shares 12,660 Est. Cost $39.53 Unrealized +63.9%
EWG ISHARES INC MSCI GERMANY INDEX FD 0.6%
Value ($000) $1,148 Shares 45,324 Est. Cost $28.88 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.6%
Value ($000) $1,144 Shares 14,687 Est. Cost $80.03 Unrealized
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,118 Shares 8,326 Est. Cost $110.35 Unrealized
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,106 Shares 32,500 Est. Cost $29.19 Unrealized +4.2%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $1,096 Shares 13,447 Est. Cost $51.56 Unrealized +25.5%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,086 Shares 16,279 Est. Cost $50.60 Unrealized +13.2%
CRM SALESFORCE COM 0.5%
Value ($000) $1,079 Shares 7,880 Est. Cost $74.53 Unrealized +82.3%
UNITED TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,017 Shares 9,552 Est. Cost $112.34 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.5%
Value ($000) $943 Shares 23,573 Est. Cost $25.79 Unrealized +38.8%
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $909 Shares 17,416 Est. Cost $40.53 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.4%
Value ($000) $892 Shares 14,851 Est. Cost $60.64 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $881 Shares 9,002 Est. Cost $92.94 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $859 Shares 4,556 Est. Cost $164.33 Unrealized +16.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $844 Shares 13,110 Est. Cost $35.35 Unrealized +51.8%
DE DEERE & CO COM 0.4%
Value ($000) $832 Shares 5,581 Est. Cost $131.34 Unrealized +0.3%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $829 Shares 3,611 Est. Cost $207.30 Unrealized
SNY SANOFI SA 0.4%
Value ($000) $809 Shares 18,646 Est. Cost $53.62 Unrealized
CSX CSX CORP 0.4%
Value ($000) $778 Shares 12,529 Est. Cost $7.62 Unrealized +174.3%
XLF FINANCIAL SELECT SECTOR SPDR 0.4%
Value ($000) $772 Shares 32,431 Est. Cost $23.21 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $760 Shares 15,405 Est. Cost $23.02 Unrealized +43.9%
IEUR ISHARES CORE MSCI EUROPE ETF 0.3%
Value ($000) $699 Shares 16,927 Est. Cost $49.05 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $683 Shares 15,780 Est. Cost $28.67 Unrealized +28.7%
TD TORONTO DOMINION BANK 0.3%
Value ($000) $681 Shares 13,702 Est. Cost $46.66 Unrealized +17.3%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $670 Shares 3,857 Est. Cost $18.44 Unrealized +98.8%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $625 Shares 8,186 Est. Cost $55.06 Unrealized +9.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $620 Shares 2,369 Est. Cost $171.38 Unrealized +45.9%
IJR ISHARES S&P SMALLCAP 600 ETF 0.3%
Value ($000) $609 Shares 8,799 Est. Cost $70.54 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $605 Shares 9,244 Est. Cost $71.37 Unrealized -16.8%
ADSK AUTODESK INC COM 0.3%
Value ($000) $594 Shares 4,626 Est. Cost $119.09 Unrealized +13.4%
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $592 Shares 6,631 Est. Cost $84.38 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $576 Shares 4,368 Est. Cost $130.97 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $576 Shares 3,244 Est. Cost $86.30 Unrealized +73.9%
VO VANGUARD MID CAP 0.3%
Value ($000) $572 Shares 4,146 Est. Cost $132.63 Unrealized
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $533 Shares 3,374 Est. Cost $125.84 Unrealized +2.9%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $530 Shares 3,765 Est. Cost $99.53 Unrealized +43.5%
QQQ POWERSHARES QQQ TR 0.3%
Value ($000) $530 Shares 3,438 Est. Cost $171.46 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.3%
Value ($000) $529 Shares 16,280 Est. Cost $33.46 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $485 Shares 7,837 Est. Cost $38.69 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $474 Shares 3,735 Est. Cost $123.87 Unrealized -10.0%
IHE ISHARES DJ US PHARMA INDEX F 0.2%
Value ($000) $474 Shares 3,370 Est. Cost $148.52 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.2%
Value ($000) $468 Shares 4,615 Est. Cost $101.41 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $461 Shares 3,448 Est. Cost $119.13 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $455 Shares 6,053 Est. Cost $48.35 Unrealized +44.5%
KRE KBW REGIONAL BANKINGETF 0.2%
Value ($000) $429 Shares 9,186 Est. Cost $42.33 Unrealized
FOOT LOCKER INC COM 0.2%
Value ($000) $426 Shares 8,020 Est. Cost $52.60 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $425 Shares 3,079 Est. Cost $67.26 Unrealized +88.0%
META FACEBOOK INC CL A 0.2%
Value ($000) $415 Shares 3,167 Est. Cost $113.76 Unrealized +26.5%
FDIQ INVESCO KBW REGIONAL BANKING ETF 0.2%
Value ($000) $414 Shares 9,250 Est. Cost $57.93 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $411 Shares 3,146 Est. Cost $99.30 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $410 Shares 4,748 Est. Cost $73.93 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.2%
Value ($000) $409 Shares 46,852 Est. Cost $13.66 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $398 Shares 52,589 Est. Cost $27.22 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $389 Shares 13,163 Est. Cost $29.55 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $384 Shares 2,303 Est. Cost $188.66 Unrealized -9.4%
MPT MEDICAL PROPERTIES TRUST INC 0.2%
Value ($000) $376 Shares 23,385 Est. Cost $12.34 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $367 Shares 2,279 Est. Cost $137.99 Unrealized +34.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $367 Shares 11,068 Est. Cost $35.11 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.2%
Value ($000) $361 Shares 3,070 Est. Cost $109.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $361 Shares 349 Est. Cost $35.86 Unrealized +48.2%
IEV ISHARES EUROPE ETF 0.2%
Value ($000) $353 Shares 9,031 Est. Cost $42.12 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $346 Shares 4,020 Est. Cost $47.88 Unrealized +33.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $343 Shares 5,493 Est. Cost $54.30 Unrealized -2.4%
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $331 Shares 2,220 Est. Cost $87.23 Unrealized +63.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $330 Shares 3,988 Est. Cost $87.28 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $306 Shares 1 Est. Cost $292921.40 Unrealized +6.9%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $299 Shares 5,808 Est. Cost $78.50 Unrealized
M MACYS INC COM 0.1%
Value ($000) $297 Shares 9,980 Est. Cost $33.68 Unrealized -2.2%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $290 Shares 5,065 Est. Cost $70.56 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $285 Shares 1,651 Est. Cost $173.14 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $285 Shares 3,378 Est. Cost $84.37 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $276 Shares 1,668 Est. Cost $163.34 Unrealized +6.1%
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $275 Shares 4,844 Est. Cost $68.36 Unrealized
L3 TECHNOLOGIES INC COM 0.1%
Value ($000) $272 Shares 1,571 Est. Cost $207.42 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $272 Shares 5,234 Est. Cost $24.78 Unrealized +70.7%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $268 Shares 3,421 Est. Cost $79.60 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $268 Shares 2,507 Est. Cost $122.29 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $258 Shares 4,926 Est. Cost $52.38 Unrealized
SEAGATE TECHNOLOGY 0.1%
Value ($000) $258 Shares 6,688 Est. Cost $58.43 Unrealized
IP INTL PAPER CO COM 0.1%
Value ($000) $255 Shares 6,321 Est. Cost $28.48 Unrealized +6.9%
SHV ISHARES TR LEHMAN SHORT TREA BDFD 0.1%
Value ($000) $250 Shares 2,275 Est. Cost $109.89 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $249 Shares 1,281 Est. Cost $157.04 Unrealized -0.1%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $248 Shares 7,280 Est. Cost $34.65 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $245 Shares 1,052 Est. Cost $241.01 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $245 Shares 5,319 Est. Cost $33.60 Unrealized +25.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $240 Shares 3,860 Est. Cost $47.36 Unrealized +12.8%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $240 Shares 6,434 Est. Cost $46.52 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $238 Shares 4,712 Est. Cost $46.26 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $225 Shares 1,496 Est. Cost $142.71 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $219 Shares 2,469 Est. Cost $88.70 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.1%
Value ($000) $218 Shares 1,817 Est. Cost $138.39 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $217 Shares 1,318 Est. Cost $156.30 Unrealized
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $217 Shares 2,976 Est. Cost $77.28 Unrealized -20.1%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $214 Shares 714 Est. Cost $281.15 Unrealized +13.5%
CELGENE CORP 0.1%
Value ($000) $209 Shares 3,266 Est. Cost $115.01 Unrealized
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.1%
Value ($000) $208 Shares 5,227 Est. Cost $46.12 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $207 Shares 2,027 Est. Cost $92.68 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $202 Shares 1,430 Est. Cost $140.85 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.1%
Value ($000) $197 Shares 10,238 Est. Cost $26.99 Unrealized
TWO RIV BANCORP COM 0.1%
Value ($000) $167 Shares 10,947 Est. Cost $7.69 Unrealized