Raab & Moskowitz Asset Management LLC Diversified Active

CIK: 0001616664 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 9, 2019

Total Value ($000): $225,540 (100.0% shares, 0.0% debt)

Holdings (159)

VTI VANGUARD TOTAL STK MKT 4.3%
Value ($000) $9,660 Shares 64,365 Est. Cost $107.04 Unrealized
PFE PFIZER INC COM 2.6%
Value ($000) $5,905 Shares 136,313 Est. Cost $18.29 Unrealized +59.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.5%
Value ($000) $5,644 Shares 26,478 Est. Cost $130.62 Unrealized +58.4%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $5,223 Shares 37,503 Est. Cost $70.03 Unrealized +63.9%
DIS DISNEY WALT CO COM DISNEY 2.3%
Value ($000) $5,092 Shares 36,471 Est. Cost $90.28 Unrealized +41.8%
AAPL APPLE INC 2.2%
Value ($000) $4,948 Shares 25,004 Est. Cost $20.60 Unrealized +126.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 2.0%
Value ($000) $4,587 Shares 39,838 Est. Cost $80.71 Unrealized
T AT&T INC COM 2.0%
Value ($000) $4,401 Shares 131,354 Est. Cost $12.95 Unrealized +16.4%
BA BOEING CO COM 1.9%
Value ($000) $4,316 Shares 11,859 Est. Cost $117.76 Unrealized +203.4%
PHO POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD 1.9%
Value ($000) $4,306 Shares 120,948 Est. Cost $30.23 Unrealized
PEP PEPSICO INC COM 1.9%
Value ($000) $4,194 Shares 31,990 Est. Cost $60.08 Unrealized +74.3%
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $4,165 Shares 72,906 Est. Cost $28.32 Unrealized +41.4%
MRK MERCK & CO INC 1.8%
Value ($000) $4,030 Shares 48,072 Est. Cost $32.56 Unrealized +90.8%
MSFT MICROSOFT 1.8%
Value ($000) $3,966 Shares 29,611 Est. Cost $58.18 Unrealized +105.4%
TJX TJX COS INC NEW COM 1.6%
Value ($000) $3,717 Shares 70,307 Est. Cost $37.14 Unrealized +31.0%
COST COSTCO WHOLESALE CORP 1.6%
Value ($000) $3,594 Shares 13,601 Est. Cost $98.63 Unrealized +129.7%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $3,477 Shares 27,948 Est. Cost $71.91 Unrealized +25.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.5%
Value ($000) $3,303 Shares 105,618 Est. Cost $29.37 Unrealized
IVV ISHARES S&P 500 INDEX 1.4%
Value ($000) $3,265 Shares 11,080 Est. Cost $230.13 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 1.4%
Value ($000) $3,252 Shares 61,653 Est. Cost $52.17 Unrealized
PNC PNC FINL SVCS GROUP INC COM 1.4%
Value ($000) $3,240 Shares 23,603 Est. Cost $57.80 Unrealized +80.1%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $2,941 Shares 38,385 Est. Cost $55.56 Unrealized +2.4%
BAC BANK AMER CORP COM 1.2%
Value ($000) $2,643 Shares 91,153 Est. Cost $17.90 Unrealized +36.8%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 1.2%
Value ($000) $2,641 Shares 72,439 Est. Cost $33.04 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 1.1%
Value ($000) $2,581 Shares 56,915 Est. Cost $37.29 Unrealized -3.1%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $2,575 Shares 8,790 Est. Cost $221.04 Unrealized
GOOGL GOOGLE INC 1.1%
Value ($000) $2,513 Shares 2,321 Est. Cost $37.60 Unrealized +52.8%
HON HONEYWELL INTL INC 1.1%
Value ($000) $2,421 Shares 13,872 Est. Cost $80.09 Unrealized +73.1%
WMT WALMART INC COM 1.1%
Value ($000) $2,408 Shares 21,794 Est. Cost $25.62 Unrealized +22.2%
VHT VANGUARD HEALTH CARE INDEX FUND 1.1%
Value ($000) $2,407 Shares 13,842 Est. Cost $151.63 Unrealized
WM WASTE MANAGEMENT INC 1.1%
Value ($000) $2,391 Shares 20,725 Est. Cost $36.02 Unrealized +169.9%
VNQ VANGUARD REIT INDEX ETF 1.1%
Value ($000) $2,381 Shares 27,244 Est. Cost $71.38 Unrealized
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,376 Shares 1,255 Est. Cost $23.24 Unrealized +300.8%
MKC MCCORMICK & CO INC COM NON VTG 1.0%
Value ($000) $2,359 Shares 15,224 Est. Cost $39.21 Unrealized +72.9%
HD HOME DEPOT 1.0%
Value ($000) $2,289 Shares 11,008 Est. Cost $111.43 Unrealized +52.2%
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 1.0%
Value ($000) $2,256 Shares 90,722 Est. Cost $25.01 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.9%
Value ($000) $2,116 Shares 10,035 Est. Cost $122.30 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.9%
Value ($000) $2,097 Shares 31,901 Est. Cost $71.16 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.9%
Value ($000) $2,020 Shares 29,282 Est. Cost $62.35 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.9%
Value ($000) $2,002 Shares 39,312 Est. Cost $50.78 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.9%
Value ($000) $1,961 Shares 66,278 Est. Cost $31.36 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.9%
Value ($000) $1,960 Shares 63,813 Est. Cost $30.62 Unrealized
UNH UNITEDHEALTH GROUP 0.8%
Value ($000) $1,866 Shares 7,649 Est. Cost $203.04 Unrealized +6.1%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,842 Shares 16,477 Est. Cost $53.53 Unrealized +71.9%
NKE NIKE INC CLASS B 0.8%
Value ($000) $1,800 Shares 21,449 Est. Cost $47.73 Unrealized +61.5%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.8%
Value ($000) $1,783 Shares 46,889 Est. Cost $37.45 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.8%
Value ($000) $1,743 Shares 56,738 Est. Cost $32.26 Unrealized
FOOT LOCKER INC COM 0.8%
Value ($000) $1,739 Shares 41,497 Est. Cost $45.48 Unrealized
MMM 3M CO COM 0.8%
Value ($000) $1,718 Shares 9,913 Est. Cost $117.09 Unrealized +3.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.7%
Value ($000) $1,667 Shares 55,572 Est. Cost $29.80 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.7%
Value ($000) $1,649 Shares 47,761 Est. Cost $30.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.7%
Value ($000) $1,635 Shares 13,248 Est. Cost $69.74 Unrealized +54.1%
V VISA INC 0.7%
Value ($000) $1,596 Shares 9,196 Est. Cost $82.25 Unrealized +90.1%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,588 Shares 18,883 Est. Cost $32.66 Unrealized +115.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $1,551 Shares 14,153 Est. Cost $58.09 Unrealized +55.8%
VDE VANGUARD ENERGY INDEX FUND 0.7%
Value ($000) $1,543 Shares 18,153 Est. Cost $97.58 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,334 Shares 31,558 Est. Cost $29.19 Unrealized +21.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $1,329 Shares 34,333 Est. Cost $35.74 Unrealized
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $1,317 Shares 13,042 Est. Cost $51.56 Unrealized +38.7%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,287 Shares 7,882 Est. Cost $110.35 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $1,267 Shares 16,142 Est. Cost $50.60 Unrealized +15.2%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $1,258 Shares 23,349 Est. Cost $25.79 Unrealized +71.0%
INTC INTEL CORP COM 0.6%
Value ($000) $1,251 Shares 26,153 Est. Cost $20.90 Unrealized +106.2%
MA MASTERCARD INC CL A 0.5%
Value ($000) $1,218 Shares 4,605 Est. Cost $164.79 Unrealized +46.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $1,201 Shares 28,801 Est. Cost $43.85 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,199 Shares 11,612 Est. Cost $65.98 Unrealized +21.5%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.5%
Value ($000) $1,135 Shares 14,068 Est. Cost $80.03 Unrealized
CRM SALESFORCE COM 0.5%
Value ($000) $1,114 Shares 7,345 Est. Cost $74.53 Unrealized +107.7%
UNILEVER PLC SPON ADR NEW 0.5%
Value ($000) $1,085 Shares 17,513 Est. Cost $40.71 Unrealized
UNITED TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,069 Shares 8,211 Est. Cost $112.34 Unrealized
VGK VANGUARD EUROPEAN 0.5%
Value ($000) $1,033 Shares 18,817 Est. Cost $56.69 Unrealized
CSX CSX CORP 0.4%
Value ($000) $953 Shares 12,329 Est. Cost $7.62 Unrealized +209.3%
EWG ISHARES INC MSCI GERMANY INDEX FD 0.4%
Value ($000) $944 Shares 33,661 Est. Cost $28.88 Unrealized
DE DEERE & CO COM 0.4%
Value ($000) $916 Shares 5,531 Est. Cost $131.34 Unrealized +7.7%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $904 Shares 4,357 Est. Cost $118.34 Unrealized +43.4%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $901 Shares 3,349 Est. Cost $207.85 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $899 Shares 8,106 Est. Cost $92.94 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $879 Shares 12,093 Est. Cost $39.53 Unrealized +50.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $807 Shares 2,220 Est. Cost $171.38 Unrealized +63.2%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.4%
Value ($000) $795 Shares 13,058 Est. Cost $60.64 Unrealized
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $783 Shares 8,940 Est. Cost $55.79 Unrealized +21.6%
ADSK AUTODESK INC COM 0.3%
Value ($000) $764 Shares 4,692 Est. Cost $119.51 Unrealized +40.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $732 Shares 8,734 Est. Cost $35.35 Unrealized +92.2%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $729 Shares 15,409 Est. Cost $23.51 Unrealized +31.6%
SNY SANOFI SA 0.3%
Value ($000) $698 Shares 16,146 Est. Cost $53.62 Unrealized
VO VANGUARD MID CAP 0.3%
Value ($000) $654 Shares 3,913 Est. Cost $133.53 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $638 Shares 3,455 Est. Cost $99.53 Unrealized +64.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $636 Shares 3,106 Est. Cost $18.44 Unrealized +126.6%
TD TORONTO DOMINION BANK 0.3%
Value ($000) $630 Shares 10,807 Est. Cost $46.66 Unrealized +20.6%
EMN EASTMAN CHEMICAL CO COM 0.3%
Value ($000) $624 Shares 8,026 Est. Cost $59.82 Unrealized 0.0%
QQQ POWERSHARES QQQ TR 0.3%
Value ($000) $618 Shares 3,313 Est. Cost $171.46 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $617 Shares 16,163 Est. Cost $35.89 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $604 Shares 6,070 Est. Cost $84.60 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $599 Shares 10,944 Est. Cost $28.67 Unrealized +57.6%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $598 Shares 3,818 Est. Cost $130.97 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $575 Shares 11,297 Est. Cost $39.93 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $572 Shares 7,339 Est. Cost $38.69 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.3%
Value ($000) $564 Shares 57,339 Est. Cost $13.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $554 Shares 2,818 Est. Cost $156.95 Unrealized +11.6%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $536 Shares 3,448 Est. Cost $119.13 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $530 Shares 6,178 Est. Cost $48.76 Unrealized +53.8%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $520 Shares 3,079 Est. Cost $67.26 Unrealized +119.7%
AVGO BROADCOM INC COM 0.2%
Value ($000) $519 Shares 1,803 Est. Cost $24.38 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $510 Shares 48,651 Est. Cost $26.26 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $498 Shares 5,445 Est. Cost $88.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $483 Shares 3,071 Est. Cost $99.30 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.2%
Value ($000) $483 Shares 3,206 Est. Cost $148.52 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $473 Shares 2,312 Est. Cost $188.21 Unrealized -10.2%
KRE KBW REGIONAL BANKINGETF 0.2%
Value ($000) $445 Shares 8,341 Est. Cost $42.43 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $439 Shares 4,748 Est. Cost $73.93 Unrealized
CLX CLOROX CO DEL COM 0.2%
Value ($000) $432 Shares 2,826 Est. Cost $125.69 Unrealized 0.0%
FDIQ INVESCO KBW REGIONAL BANKING ETF 0.2%
Value ($000) $428 Shares 8,500 Est. Cost $57.93 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $424 Shares 15,379 Est. Cost $23.21 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $420 Shares 8,463 Est. Cost $37.59 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.2%
Value ($000) $418 Shares 11,967 Est. Cost $34.31 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.2%
Value ($000) $417 Shares 3,140 Est. Cost $109.55 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $416 Shares 7,636 Est. Cost $71.37 Unrealized -39.0%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $414 Shares 3,038 Est. Cost $123.87 Unrealized -7.4%
L3 TECHNOLOGIES INC COM 0.2%
Value ($000) $385 Shares 1,571 Est. Cost $207.42 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.2%
Value ($000) $383 Shares 21,985 Est. Cost $12.34 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.2%
Value ($000) $374 Shares 2,894 Est. Cost $122.96 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.2%
Value ($000) $360 Shares 4,125 Est. Cost $85.73 Unrealized
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $354 Shares 1,780 Est. Cost $87.23 Unrealized +98.7%
IEUR ISHARES CORE MSCI EUROPE ETF 0.2%
Value ($000) $352 Shares 7,559 Est. Cost $49.05 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $352 Shares 3,990 Est. Cost $48.11 Unrealized +40.8%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $348 Shares 322 Est. Cost $36.12 Unrealized +58.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $347 Shares 5,900 Est. Cost $27.51 Unrealized +72.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $344 Shares 5,093 Est. Cost $54.30 Unrealized -6.4%
SEAGATE TECHNOLOGY 0.1%
Value ($000) $330 Shares 7,016 Est. Cost $57.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $318 Shares 1 Est. Cost $292921.40 Unrealized +6.1%
IEV ISHARES EUROPE ETF 0.1%
Value ($000) $311 Shares 7,066 Est. Cost $42.12 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $305 Shares 1,668 Est. Cost $163.34 Unrealized +7.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $302 Shares 3,368 Est. Cost $87.20 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $298 Shares 1,820 Est. Cost $138.41 Unrealized +11.9%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $297 Shares 4,666 Est. Cost $70.56 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $288 Shares 5,406 Est. Cost $78.50 Unrealized
IP INTL PAPER CO COM 0.1%
Value ($000) $276 Shares 6,381 Est. Cost $28.52 Unrealized +10.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.1%
Value ($000) $269 Shares 1,812 Est. Cost $145.60 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $266 Shares 6,150 Est. Cost $46.52 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $264 Shares 1,477 Est. Cost $142.71 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $261 Shares 3,708 Est. Cost $70.39 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $252 Shares 2,345 Est. Cost $88.70 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $243 Shares 3,026 Est. Cost $79.60 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $230 Shares 3,296 Est. Cost $48.78 Unrealized +8.4%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $225 Shares 1,315 Est. Cost $156.30 Unrealized
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.1%
Value ($000) $223 Shares 5,152 Est. Cost $46.12 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $221 Shares 3,778 Est. Cost $46.26 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $216 Shares 2,843 Est. Cost $62.71 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.1%
Value ($000) $210 Shares 1,442 Est. Cost $138.39 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $209 Shares 1,520 Est. Cost $94.87 Unrealized +4.0%
AMGN AMGEN INC 0.1%
Value ($000) $207 Shares 1,126 Est. Cost $146.19 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COM 0.1%
Value ($000) $207 Shares 3,233 Est. Cost $64.51 Unrealized +9.6%
TE CONNECTIVITY LTD 0.1%
Value ($000) $206 Shares 2,156 Est. Cost $95.55 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $205 Shares 3,326 Est. Cost $61.64 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $202 Shares 5,325 Est. Cost $38.12 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.1%
Value ($000) $202 Shares 3,632 Est. Cost $50.55 Unrealized +8.2%
RAYTHEON CO COM NEW 0.1%
Value ($000) $200 Shares 1,154 Est. Cost $181.98 Unrealized
TWO RIV BANCORP COM 0.1%
Value ($000) $157 Shares 10,947 Est. Cost $7.69 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $109 Shares 11,490 Est. Cost $9.17 Unrealized