Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC 02-02-2024 12-31-2023 164 316,639,867
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $16,968,749 88,135 0.01 0.01 979 1.12 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 2 $14,918,363 62,888 0.00 0.00 3,840 6.50 12-31-2023
VANGUARD WORLD FD MEGA GRWTH IND 3 $13,727,430 52,897 0.00 0.00 1,543 3.00 12-31-2023
MICROSOFT CORP COM 4 $12,547,211 33,366 0.00 0.00 -1,023 -2.97 12-31-2023
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