Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 02-02-2024 | 12-31-2023 | 164 | 316,639,867 |
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 |