Raab & Moskowitz Asset Management LLC

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Institutional

CIK 0001616664

$449.6M

Reported AUM

187

Positions

Q1 2026

Period

2026-05-21

Filed

The Brief · Raab & Moskowitz Asset Management LLC · Q1 2026

AI · grounded in 13F

Raab & Moskowitz Asset Management LLC increased its position in VYMI by 144.31%. The fund also accumulated shares of SCHD by 45.39% and DVY by 13.62%. Conversely, the manager reduced its holding in IGV by 58.58%.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Ticker	Issuer	Value	% of book	Δ shares (QoQ)	Status
1	VTI	VANGUARD INDEX FDS	$21.7M	4.83%	+1,139	+1.7%
2	AAPL	APPLE INC	$20.1M	4.47%	-3,180	-3.9%
3	MGK	VANGUARD WORLD FD	$16.5M	3.67%	-1,581	-3.4%
4	TJX	TJX COS INC NEW	$15.1M	3.35%	-5,177	-5.2%
5	COST	COSTCO WHOLESALE CORPORATION	$14.0M	3.11%	-64	-0.5%
6	VYM	VANGUARD WHITEHALL FDS	$13.1M	2.92%	+7,602	+9.4%
7	MSFT	MICROSOFT CORP	$12.2M	2.72%	+152	+0.5%
8	BRK/B	BERKSHIRE HATHAWAY INC DEL	$11.9M	2.65%	-253	-1.0%
9	QURE	QUANTA SVCS INC	$11.6M	2.57%	-1,122	-5.1%
10	DVY	ISHARES TR	$11.2M	2.50%	+8,898	+13.6%
11	RSP	INVESCO EXCHANGE TRADED FD T	$11.2M	2.49%	-383	-0.7%
12	WMT	WALMART INC	$11.2M	2.48%	-1,304	-1.4%
13	VTV	VANGUARD INDEX FDS	$10.4M	2.32%	+332	+0.6%
14	GOOGL	ALPHABET INC	$9.2M	2.04%	-2,361	-6.9%
15	AMZN	AMAZON COM INC	$7.8M	1.73%	-2,427	-6.1%
16	VIG	VANGUARD SPECIALIZED FUNDS	$7.1M	1.57%	-1,450	-4.2%
17	PULS	PGIM ETF TR	$6.5M	1.46%	+29,790	+29.1%
18	PFE	PFIZER INC	$6.5M	1.45%	-8,720	-3.6%
19	VGT	VANGUARD WORLD FD	$6.4M	1.42%	-316	-3.3%
20	MRK	MERCK & CO INC	$6.3M	1.41%	+437	+0.8%
21	VYMI	VANGUARD WHITEHALL FDS	$6.3M	1.40%	+39,347	+144.3%
22	PEP	PEPSICO INC	$6.2M	1.38%	-1,247	-3.0%
23	JNJ	JOHNSON & JOHNSON	$5.7M	1.26%	-834	-3.5%
24	ABBV	ABBVIE INC	$5.6M	1.25%	-600	-2.3%
25	JPM	JPMORGAN CHASE & CO	$5.5M	1.22%	+910	+5.1%
26	IVV	ISHARES TR	$4.7M	1.04%	-327	-4.4%
27	SCHD	SCHWAB STRATEGIC TR	$4.5M	1.00%	+45,837	+45.4%
28	XOM	EXXON MOBIL CORP	$4.1M	0.91%	-139	-0.6%
29	PHO	INVESCO EXCHANGE TRADED FD T	$3.9M	0.86%	-1,199	-2.0%
30	CVX	CHEVRON CORPORATION	$3.6M	0.81%	+226	+1.3%
31	BAC	BANK AMERICA CORP	$3.6M	0.80%	-10,190	-12.1%
32	AVGO	BROADCOM INC	$3.5M	0.79%	-750	-6.2%
33	VUG	VANGUARD INDEX FDS	$3.5M	0.78%	-51	-0.6%
34	MCD	MCDONALDS CORP	$3.3M	0.74%	+25	+0.2%
35	FIW	FIRST TR EXCHANGE-TRADED FD	$3.3M	0.74%	-843	-2.5%
36	SPY	STATE STR SPDR S&P 500 ETF T	$3.3M	0.74%	-265	-4.9%
37	QQQ	INVESCO QQQ TR	$3.2M	0.71%	+70	+1.3%
38	VXUS	VANGUARD STAR FDS	$3.2M	0.71%	+11,175	+37.2%
39	SPYV	SPDR SERIES TRUST	$3.0M	0.68%	-505	-0.9%
40	HD	HOME DEPOT INC	$3.0M	0.67%	-104	-1.1%
41	V	VISA INC	$2.9M	0.65%	-58	-0.6%
42	VHT	VANGUARD WORLD FD	$2.9M	0.65%	-187	-1.7%
43	KNG	FIRST TR EXCHANGE-TRADED FD	$2.9M	0.64%	+3,495	+6.3%
44	VZ	VERIZON COMMUNICATIONS INC	$2.8M	0.63%	-3,608	-6.0%
45	WM	WASTE MGMT INC DEL	$2.8M	0.61%	+290	+2.5%
46	PM	PHILIP MORRIS INTL INC	$2.7M	0.61%	+45	+0.3%
47	STX	SEAGATE TECHNOLOGY HLDNGS PL	$2.6M	0.57%	-120	-1.8%
48	VPU	VANGUARD WORLD FD	$2.4M	0.54%	-611	-4.7%
49	KO	COCA COLA CO	$2.4M	0.54%	-507	-1.6%
50	QUAL	ISHARES TR	$2.3M	0.52%	-154	-1.2%
51	SPTM	SPDR SERIES TRUST	$2.3M	0.52%	-754	-2.5%
52	PNC	PNC FINL SVCS GROUP INC	$2.3M	0.52%	-434	-3.7%
53	PG	PROCTER & GAMBLE CO	$2.2M	0.49%	+1,737	+12.8%
54	HON	HONEYWELL INTL INC	$2.1M	0.47%	-391	-4.0%
55	AXP	AMERICAN EXPRESS CO	$2.1M	0.46%	-23	-0.3%
56	VOO	VANGUARD INDEX FDS	$2.0M	0.46%	-163	-4.5%
57	VFH	VANGUARD WORLD FD	$2.0M	0.44%	-244	-1.5%
58	SPYG	SPDR SERIES TRUST	$2.0M	0.44%	-353	-1.7%
59	BA	BOEING CO	$2.0M	0.44%	-657	-6.2%
60	SPYM	SPDR SERIES TRUST	$2.0M	0.44%	-473	-1.8%
61	LNG	CHENIERE ENERGY INC	$2.0M	0.43%	-225	-3.2%
62	UNH	UNITEDHEALTH GROUP INC	$1.9M	0.42%	-35	-0.5%
63	IWF	ISHARES TR	$1.8M	0.39%	-50	-1.2%
64	MDLZ	MONDELEZ INTL INC	$1.7M	0.38%	+1,309	+4.6%
65	LLY	ELI LILLY & CO	$1.7M	0.38%	-679	-26.8%
66	FTGC	FIRST TR EXCHANGE TRAD FD VI	$1.7M	0.37%	-678	-1.1%
67	MAR	MARRIOTT INTL INC NEW	$1.6M	0.36%	-3,673	-42.7%
68	ABT	ABBOTT LABORATORIES	$1.6M	0.35%	-65	-0.4%
69	DIA	STATE STR SPDR DOW JONES IND	$1.5M	0.34%	-23	-0.7%
70	IQLT	ISHARES TR	$1.5M	0.34%	+966	+3.0%
71	GOOG	ALPHABET INC	$1.5M	0.33%	-159	-2.9%
72	DGRW	WISDOMTREE TR	$1.4M	0.31%	-1,125	-6.7%
73	AMD	ADVANCED MICRO DEVICES INC	$1.4M	0.30%	-2,213	-24.7%
74	PAAA	PGIM ETF TR	$1.3M	0.30%	+5	+0.0%
75	RTX	RTX CORPORATION	$1.3M	0.29%	-75	-1.1%
76	ITA	ISHARES TR	$1.3M	0.29%	-561	-8.5%
77	LMBS	FIRST TR EXCHANGE-TRADED FD	$1.3M	0.29%	+483	+1.9%
78	XLK	SELECT SECTOR SPDR TR	$1.2M	0.27%	-370	-3.9%
79	NEE	NEXTERA ENERGY INC	$1.2M	0.27%	-25	-0.2%
80	VIK	VIKING HOLDINGS LTD	$1.2M	0.26%	-646	-3.9%
81	SDY	SPDR SERIES TRUST	$1.2M	0.26%	+7	+0.1%
82	GS	GOLDMAN SACHS GROUP INC	$1.1M	0.26%	-56	-4.0%
83	CAT	CATERPILLAR INC	$1.1M	0.25%	-75	-4.5%
84	ADSK	AUTODESK INC	$1.1M	0.24%	—	HELD
85	AMLP	ALPS ETF TR	$1.1M	0.24%	+4,071	+25.2%
86	RDVI	FIRST TR EXCHANGE-TRADED FD	$1.0M	0.23%	+3,950	+10.7%
87	VDE	VANGUARD WORLD FD	$1.0M	0.23%	+931	+18.2%
88	NFLX	NETFLIX INC.	$1.0M	0.23%	—	HELD
89	BMY	BRISTOL-MYERS SQUIBB CO	$1.0M	0.22%	-2,579	-13.5%
90	LYV	LIVE NATION ENTERTAINMENT IN	$983K	0.22%	-4,812	-42.7%
91	CRM	SALESFORCE INC	$958K	0.21%	-1,512	-22.8%
92	USMV	ISHARES TR	$937K	0.21%	+166	+1.7%
93	CSX	CSX CORP	$928K	0.21%	-48	-0.2%
94	LMT	LOCKHEED MARTIN CORP	$890K	0.20%	+1	+0.1%
95	DIS	DISNEY WALT CO	$889K	0.20%	-2,724	-22.8%
96	DGRO	ISHARES TR	$866K	0.19%	-26	-0.2%
97	MO	ALTRIA GROUP INC	$862K	0.19%	-450	-3.3%
98	LHX	L3HARRIS TECHNOLOGIES INC	$857K	0.19%	—	HELD
99	NVDA	NVIDIA CORPORATION	$853K	0.19%	+730	+17.5%
100	SPYD	SPDR SERIES TRUST	$850K	0.19%	-101	-0.5%
101	MGV	VANGUARD WORLD FD	$813K	0.18%	-58	-1.0%
102	MET	METLIFE INC	$799K	0.18%	-582	-4.9%
103	IBTG	ISHARES TR	$765K	0.17%	+14,830	+80.0%
104	VNQ	VANGUARD INDEX FDS	$762K	0.17%	+170	+2.0%
105	VRTX	VERTEX PHARMACEUTICALS INC	$760K	0.17%	—	HELD
106	MS	MORGAN STANLEY	$735K	0.16%	-2,952	-39.8%
107	VGSH	VANGUARD SCOTTSDALE FDS	$734K	0.16%	+1,303	+11.6%
108	PEG	PUBLIC SVC ENTERPRISE GROUP	$731K	0.16%	+108	+1.2%
109	CMCSA	COMCAST CORP NEW	$725K	0.16%	-2,084	-7.6%
110	ICE	INTERCONTINENTAL EXCHANGE IN	$715K	0.16%	-32	-0.7%
111	NKE	NIKE INC	$709K	0.16%	-1,131	-7.8%
112	UL	UNILEVER PLC	$686K	0.15%	—	HELD
113	IGV	ISHARES TR	$660K	0.15%	-11,666	-58.6%
114	EUAD	SPINNAKER ETF SERIES	$652K	0.15%	+922	+6.1%
115	BINC	BLACKROCK ETF TRUST II	$626K	0.14%	+620	+5.4%
116	IWM	ISHARES TR	$610K	0.14%	-17	-0.7%
117	RAVI	FLEXSHARES TR	$607K	0.14%	+190	+2.4%
118	VDC	VANGUARD WORLD FD	$594K	0.13%	-121	-4.4%
119	NUE	NUCOR CORP	$590K	0.13%	—	HELD
120	GILD	GILEAD SCIENCES INC	$578K	0.13%	-63	-1.5%
121	LGLV	SPDR SERIES TRUST	$574K	0.13%	+11	+0.3%
122	EWJ	ISHARES INC	$561K	0.12%	-11,865	-64.1%
123	ASML	ASML HLDG NV	$560K	0.12%	-746	-63.8%
124	TSLA	TESLA INC	$556K	0.12%	—	HELD
125	DUK	DUKE ENERGY CORP NEW	$553K	0.12%	+1,471	+53.4%
126	ED	CONSOLIDATED EDISON INC	$552K	0.12%	+78	+1.6%
127	T	AT&T INC	$550K	0.12%	-597	-3.1%
128	MA	MASTERCARD INCORPORATED	$547K	0.12%	+1	+0.1%
129	UNP	UNION PAC CORP	$546K	0.12%	—	HELD
130	IBTH	ISHARES TR	$542K	0.12%	+9,883	+69.3%
131	SHY	ISHARES TR	$522K	0.12%	-74	-1.2%
132	IVW	ISHARES TR	$519K	0.12%	-202	-4.2%
133	QCJL	FIRST TR EXCHNG TRADED FD VI	$503K	0.11%	-2,000	-8.5%
134	NSC	NORFOLK SOUTHN CORP	$502K	0.11%	—	HELD
135	DGX	QUEST DIAGNOSTICS INC	$465K	0.10%	—	HELD
136	GLD	SPDR GOLD TR	$460K	0.10%	-125	-10.5%
137	DNL	WISDOMTREE TR	$460K	0.10%	+750	+7.0%
138	META	META PLATFORMS INC	$450K	0.10%	-6	-0.8%
139	SNY	SANOFI SA	$448K	0.10%	+125	+1.4%
140	XLF	SELECT SECTOR SPDR TR	$440K	0.10%	-2,050	-18.7%
141	XLE	SELECT SECTOR SPDR TR	$434K	0.10%	-450	-6.0%
142	GIND	GOLDMAN SACHS ETF TR	$432K	0.10%	-2,975	-13.3%
143	TEL	TE CONNECTIVITY PLC	$430K	0.10%	—	HELD
144	UPS	UNITED PARCEL SVCS INC	$429K	0.10%	-459	-9.5%
145	QCOM	QUALCOMM INC	$418K	0.09%	-100	-3.0%
146	PRU	PRUDENTIAL FINL INC	$417K	0.09%	-310	-6.8%
147	IBM	INTERNATIONAL BUSINESS MACHS	$411K	0.09%	-27	-1.6%
148	SBUX	STARBUCKS CORP	$410K	0.09%	-142	-3.0%
149	SHEL	SHELL PLC	$402K	0.09%	—	HELD
150	VCIT	VANGUARD SCOTTSDALE FDS	$400K	0.09%	+1,272	+35.7%
151	CSCO	CISCO SYS INC	$394K	0.09%	-430	-7.8%
152	VIS	VANGUARD WORLD FD	$391K	0.09%	-1	-0.1%
153	EPD	ENTERPRISE PRODS PARTNERS L	$385K	0.09%	-144	-1.4%
154	VCSH	VANGUARD SCOTTSDALE FDS	$379K	0.08%	-29	-0.6%
155	BA 6 10/15/27	BOEING CO	$376K	0.08%	-1,056	-15.4%
156	GE	GE AEROSPACE	$372K	0.08%	+1	+0.1%
157	NOBL	PROSHARES TR	$353K	0.08%	—	HELD
158	GEV	GE VERNOVA INC	$352K	0.08%	—	HELD
159	IVE	ISHARES TR	$347K	0.08%	-29	-1.7%
160	XLV	SELECT SECTOR SPDR TR	$344K	0.08%	-499	-17.5%
161	IHE	ISHARES TR	$328K	0.07%	-293	-7.2%
162	DE	DEERE & CO	$313K	0.07%	-14	-2.5%
163	ORCL	ORACLE CORP	$307K	0.07%	-33	-1.6%
164	ROIV	ROIVANT SCIENCES LTD	$305K	0.07%	—	HELD
165	VEA	VANGUARD TAX-MANAGED FDS	$300K	0.07%	+517	+12.4%
166	SCHW	SCHWAB CHARLES CORP	$297K	0.07%	—	HELD
167	IBTI	ISHARES TR	$295K	0.07%	+3,502	+36.0%
168	JCI	JOHNSON CONTROLS INTERNATION	$285K	0.06%	—	HELD
169	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$282K	0.06%	-2,270	-73.2%
170	INDA	ISHARES TR	$281K	0.06%	-8,075	-57.4%
171	IWD	ISHARES TR	$273K	0.06%	—	HELD
172	MMM	3M CO	$271K	0.06%	-75	-3.9%
173	AMGN	AMGEN INC	$266K	0.06%	-91	-10.7%
174	ITOT	ISHARES TR	$266K	0.06%	-112	-5.7%
175	RSPT	INVESCO EXCHANGE TRADED FD T	$253K	0.06%	+610	+12.2%
176	PLTR	PALANTIR TECHNOLOGIES INC	$244K	0.05%	-477	-22.2%
177	AGG	ISHARES TR	$242K	0.05%	-4	-0.2%
178	CB	CHUBB LTD SWITZ	$239K	0.05%	—	HELD
179	IONS	IONIS PHARMACEUTICALS INC	$234K	0.05%	—	HELD
180	PFF	ISHARES TR	$229K	0.05%	-2,216	-22.7%
181	XLP	SELECT SECTOR SPDR TR	$221K	0.05%	-74	-2.7%
182	VO	VANGUARD INDEX FDS	$221K	0.05%	—	HELD
183	MPC	MARATHON PETE CORP	$220K	0.05%	+900	NEW
184	IXUS	ISHARES TR	$217K	0.05%	+66	+2.7%
185	FCX	FREEPORT MCMORAN INC	$207K	0.05%	+3,516	NEW
186	IAG	IAMGOLD CORP	$206K	0.05%	—	HELD
187	EWW	ISHARES INC	$205K	0.05%	-4,094	-60.1%
188	EUFN	ISHARES TR	—	—	-11,832	EXITED
189	NVO	NOVO-NORDISK A S	—	—	-4,571	EXITED
190	MKC	MCCORMICK & CO INC	—	—	-3,057	EXITED
191	ROK	ROCKWELL AUTOMATION INC	—	—	-528	EXITED

Source: SEC EDGAR · accession 0001172661-26-002433. 13F discloses long positions only — shorts, foreign equities, and options are excluded.