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Home > Institutional Investor > Raab & Moskowitz Asset Management Llc > Profile

Instuitional Investor - Raab & Moskowitz Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Raab & Moskowitz Asset Management Llc
Portfolio Value $316,639,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 88,135 $16,968,749 5.35%
2.
Vanguard Index Fds
 62,888 $14,918,363 4.71%
3.
Vanguard World Fd
 52,897 $13,727,430 4.33%
4.
Microsoft Corp
 MSFT 33,366 $12,547,211 3.96%
5.
Costco Wholesale Corp W
 COST 14,709 $9,709,291 3.06%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)