Lester Murray Antman dba SimplyRich

Latest statistics and disclosures from Lester Murray Antman dba SimplyRich's latest quarterly 13F-HR filing:

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Positions held by Lester Murray Antman dba SimplyRich consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lester Murray Antman dba SimplyRich

Companies in the Lester Murray Antman dba SimplyRich portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $20M 113k 177.57
Alphabet Inc Com Cl C Com Cl C (GOOG) 4.9 $15M 5.1k 2893.65
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 4.9 $15M +2% 183k 80.90
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.6 $14M +9% 220k 62.82
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.4 $13M +7% 171k 76.77
Ishares Trust Global Reit Etf Global Reit Etf (REET) 4.1 $12M +3% 405k 30.61
Alphabet Inc Com Cl A Com Cl A (GOOGL) 3.0 $9.0M 3.1k 2897.15
Microsoft Corporation (MSFT) 3.0 $8.9M 27k 336.32
UnitedHealth (UNH) 2.6 $7.7M 15k 502.15
Home Depot (HD) 2.3 $7.0M 17k 415.03
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.8 $5.4M 15k 370.20
Visa Inc Com Cl A Com Cl A (V) 1.7 $5.2M 24k 216.73
Novo Nordisk A/s Adr Sponsored (NVO) 1.6 $4.8M 43k 112.00
Nike Inc Com Cl B Com Cl B (NKE) 1.5 $4.4M 26k 166.67

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Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.4 $4.3M 26k 162.73
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.4 $4.2M 35k 120.30
Paypal Holdings (PYPL) 1.2 $3.6M 19k 188.60
Accenture (ACN) 1.1 $3.4M 8.1k 414.56
Cigna Corp (CI) 1.0 $2.9M 13k 229.59
McDonald's Corporation (MCD) 0.9 $2.8M 10k 268.05
Anthem (ANTM) 0.9 $2.8M 6.0k 463.50
Comcast Corp Com Cl A Com Cl A (CMCSA) 0.9 $2.7M 55k 50.34
Cgi Inc Com Cl A Com Cl A (GIB) 0.9 $2.6M 29k 88.50
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 0.8 $2.4M 15k 165.47
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.8 $2.4M +7% 21k 116.03
Nice Adr Sponsored (NICE) 0.8 $2.4M 7.9k 303.54
Relx Adr Sponsored (RELX) 0.8 $2.3M 70k 32.61
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.7 $2.2M 7.3k 299.03
Wal-Mart Stores (WMT) 0.7 $2.2M 15k 144.70
Canadian Natl Ry (CNI) 0.7 $2.1M 17k 122.84
Cisco Systems (CSCO) 0.7 $2.1M 33k 63.36
Amgen (AMGN) 0.7 $2.1M 9.2k 224.92
Cme (CME) 0.7 $2.0M +4% 8.6k 228.47
Genmab As Adr Sponsored (GMAB) 0.6 $2.0M 49k 39.57
Walt Disney Company (DIS) 0.6 $1.9M 12k 154.91
Archer Daniels Midland Company (ADM) 0.6 $1.9M 28k 67.58
Amazon (AMZN) 0.6 $1.9M 564.00 3335.11
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.6 $1.9M 5.2k 359.37
TJX Companies (TJX) 0.6 $1.8M 23k 75.92
Unilever Adr Sponsored (UL) 0.6 $1.7M 32k 53.79
Southern Copper Corporation (SCCO) 0.6 $1.7M 28k 61.70
Tc Energy Corp (TRP) 0.6 $1.7M 36k 46.54
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.6 $1.7M 9.1k 185.32
PNC Financial Services (PNC) 0.5 $1.7M 8.3k 200.48
Intercontinental Exchange (ICE) 0.5 $1.7M 12k 136.78
FedEx Corporation (FDX) 0.5 $1.6M 6.2k 258.57
Asml Holding Nv Adr Sponsored (ASML) 0.5 $1.6M 2.0k 796.25
Intel Corporation (INTC) 0.5 $1.5M -2% 30k 51.51
Rogers Communications Inc Com Cl B Com Cl B (RCI) 0.5 $1.5M NEW 32k 47.62
Brookfield Asset Mgmt Inc Com Cl A Com Cl A (BAM) 0.5 $1.5M 25k 60.38
Micron Technology (MU) 0.5 $1.5M 16k 93.14
Novartis Adr Sponsored (NVS) 0.5 $1.4M 16k 87.48
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.5 $1.4M 51k 27.41
Motorola Solutions (MSI) 0.4 $1.3M 4.9k 271.72
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $1.3M 23k 56.55
Paccar (PCAR) 0.4 $1.3M 15k 88.28
Automatic Data Processing (ADP) 0.4 $1.3M 5.2k 246.61
eBay (EBAY) 0.4 $1.3M 19k 66.49
Caterpillar (CAT) 0.4 $1.3M 6.2k 206.81
Industries N shs - a - (LYB) 0.4 $1.3M 14k 92.21
Raytheon Technologies Corp (RTX) 0.4 $1.3M 15k 86.05
Target Corporation (TGT) 0.4 $1.2M 5.4k 231.47
McKesson Corporation (MCK) 0.4 $1.2M 5.0k 248.49
Zynga Inc Com Cl A Com Cl A (ZNGA) 0.4 $1.2M 186k 6.40
Costco Wholesale Corporation (COST) 0.4 $1.2M 2.1k 567.81
Northrop Grumman Corporation (NOC) 0.4 $1.2M 3.1k 387.02
Procter & Gamble Company (PG) 0.4 $1.2M 7.2k 163.61
Sap Se Adr Sponsored (SAP) 0.4 $1.2M 8.3k 140.12
CVS Caremark Corporation (CVS) 0.4 $1.2M 11k 103.18
Wipro Adr Sponsored (WIT) 0.4 $1.1M 117k 9.76
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.4 $1.1M +6% 10k 108.33
Union Pacific Corporation (UNP) 0.4 $1.1M 4.4k 251.95
Meta Platforms Inc Com Cl A Com Cl A (FB) 0.4 $1.1M 3.2k 336.44
Chubb (CB) 0.4 $1.1M 5.6k 193.28
Illinois Tool Works (ITW) 0.4 $1.1M 4.3k 246.78
Marsh & McLennan Companies (MMC) 0.3 $1.0M 5.9k 173.79
Johnson Controls International Plc equity (JCI) 0.3 $1.0M 13k 81.33
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.3 $1.0M 15k 66.28
Fiserv (FISV) 0.3 $991k 9.6k 103.77
Astrazeneca Adr Sponsored (AZN) 0.3 $986k 17k 58.24
Lockheed Martin Corporation (LMT) 0.3 $983k 2.8k 355.39
3M Company (MMM) 0.3 $936k -2% 5.3k 177.71
Pepsi (PEP) 0.3 $936k 5.4k 173.62
Infosys Adr Sponsored (INFY) 0.3 $927k 37k 25.31
AFLAC Incorporated (AFL) 0.3 $922k 16k 58.42
Equity Residential Sbi Usd0.01 Sbi Usd0.01 (EQR) 0.3 $901k NEW 10k 90.53
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.3 $901k 2.00 450500.00
Thomson Reuters Corp (TRI) 0.3 $890k 7.4k 119.61
Sempra Energy (SRE) 0.3 $867k -2% 6.6k 132.29
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $866k 9.0k 96.19
Delphi Automotive Inc international (APTV) 0.3 $842k 5.1k 165.00
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.3 $802k 22k 37.28
Coca-Cola Company (KO) 0.2 $738k 13k 59.19
Republic Services (RSG) 0.2 $727k 5.2k 139.41
Abb Adr Sponsored (ABB) 0.2 $690k 18k 38.17
Orix Corporation Adr Sponsored (IX) 0.2 $690k 6.8k 101.77
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.2 $675k +14% 13k 50.43
Agilent Technologies Inc C ommon (A) 0.2 $667k +22% 4.2k 159.53
Activision Blizzard (ATVI) 0.2 $663k -2% 10k 66.56
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.2 $661k 31k 21.46
Kimberly-Clark Corporation (KMB) 0.2 $646k 4.5k 142.92
Sanofi Adr Sponsored (SNY) 0.2 $643k -3% 13k 50.07
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.2 $643k +75% 7.5k 85.60
Verizon Communications (VZ) 0.2 $626k -27% 12k 51.93
Imperial Oil (IMO) 0.2 $623k 17k 36.08
Coca-cola Femsa S.a.b. De C.v Adr Sponsored (KOF) 0.2 $622k NEW 11k 54.78
Diageo Adr Sponsored (DEO) 0.2 $604k 2.7k 220.04
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $600k 8.1k 73.69
Wisdomtree Trust Emg Mkts Smcap Etf Emg Mkts Smcap Etf (DGS) 0.2 $589k 11k 52.96
Sirius Xm Holdings (SIRI) 0.2 $572k 90k 6.34
Waste Management (WM) 0.2 $545k +7% 3.3k 166.82
Broadcom (AVGO) 0.2 $538k 808.00 665.84
Vanguard Div App Etf Div App Etf (VIG) 0.2 $533k 3.1k 171.82
Aon Com Cl A (AON) 0.2 $514k 1.7k 300.41
Basf Se Adr Sponsored (BASFY) 0.2 $505k 29k 17.53
National Grid Adr Sponsored (NGG) 0.2 $504k 7.0k 72.33
D.R. Horton (DHI) 0.2 $498k 4.6k 108.38
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $496k 81k 6.09
Emerson Electric (EMR) 0.2 $466k 5.0k 93.05
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.2 $452k 952.00 474.79
Nidec Corporation Adr Sponsored (NJDCY) 0.1 $442k 15k 29.54
Capital One Financial (COF) 0.1 $426k 2.9k 144.95
Komatsu Adr Sponsored (KMTUY) 0.1 $411k 18k 23.35
British American Tobacco Adr Sponsored (BTI) 0.1 $408k -75% 11k 37.41
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $406k 1.9k 214.59
Thermo Fisher Scientific (TMO) 0.1 $400k 599.00 667.78
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $399k 9.5k 42.18
Merck & Co (MRK) 0.1 $388k 5.1k 76.68
Charles Schwab Corporation (SCHW) 0.1 $382k 4.5k 84.12
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $376k 16k 23.60
International Business Machines (IBM) 0.1 $373k 2.8k 133.60
Liberty Media Corp Delaware Com C Siriusxm (LSXMK) 0.1 $371k 7.3k 50.82
SYSCO Corporation (SYY) 0.1 $364k 4.6k 78.48
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $363k 969.00 374.61
Oracle Corporation (ORCL) 0.1 $359k 4.1k 87.28
Mowi Asa Adr Sponsored (MHGVY) 0.1 $358k 15k 23.71
Fastly Inc Com Cl A Com Cl A (FSLY) 0.1 $355k 10k 35.43
American Tower Corp Com Usd0.01 Com Usd0.01 (AMT) 0.1 $355k +13% 1.2k 292.90
Te Connectivity Ltd for (TEL) 0.1 $355k 2.2k 161.36
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $354k 811.00 436.50
Keysight Technologies (KEYS) 0.1 $351k 1.7k 206.47
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $348k 3.3k 104.38
Fresenius Medical Care Ag & Co Adr Sponsored (FMS) 0.1 $337k -2% 10k 32.49
Mr Cooper Group (COOP) 0.1 $326k 7.8k 41.62
Wisdomtree Trust Glb Ex Us Rl Est Etf Glb Ex Us Rl Est Etf (DRW) 0.1 $322k -16% 13k 24.37
Ericsson Adr Sponsored (ERIC) 0.1 $310k -81% 29k 10.86
Magna Intl Inc cl a (MGA) 0.1 $308k 3.8k 81.05
Liberty Broadband Cl C (LBRDK) 0.1 $305k 1.9k 161.12
Omni (OMC) 0.1 $304k -25% 4.2k 73.24
Royal Dutch Shell Adr Sponsored (RDS.A) 0.1 $301k 6.9k 43.34
Ritchie Bros. Auctioneers Inco (RBA) 0.1 $300k 4.9k 61.22
Kubota Corp Adr Sponsored (KUBTY) 0.1 $290k 2.6k 111.54
Alcon (ALC) 0.1 $281k 3.2k 87.13
America Movil Sab De Cv Adr Sponsored (AMX) 0.1 $277k 13k 21.15
Danaher Corporation (DHR) 0.1 $272k -2% 827.00 328.90
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $265k 4.5k 58.63
AutoZone (AZO) 0.1 $258k +3% 123.00 2097.56
Fidelity National Information Services (FIS) 0.1 $257k 2.4k 109.04
General Dynamics Corporation (GD) 0.1 $251k 1.2k 208.65
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $250k 5.1k 48.93
IDEXX Laboratories (IDXX) 0.1 $240k 364.00 659.34
Netease Adr Sponsored (NTES) 0.1 $240k 2.4k 101.91
Texas Instruments Incorporated (TXN) 0.1 $237k 1.3k 188.69
Lam Research Corporation (LRCX) 0.1 $233k NEW 324.00 719.14
Philip Morris International (PM) 0.1 $231k 2.4k 95.02
Akzo Nobel Nv Adr Sponsored (AKZOY) 0.1 $225k 6.1k 36.69
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $224k 6.0k 37.33
Rio Tinto Adr Sponsored (RIO) 0.1 $221k +4% 3.3k 66.81
CRH Adr Sponsored (CRH) 0.1 $216k NEW 4.1k 52.89
Euronav Sa (EURN) 0.1 $215k 24k 8.90
Ambev Sa Adr Sponsored (ABEV) 0.1 $210k 75k 2.80

Past Filings by Lester Murray Antman dba SimplyRich

SEC 13F filings are viewable for Lester Murray Antman dba SimplyRich going back to 2017

View all past filings