Lester Murray Antman dba SimplyRich as of Dec. 31, 2018
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 74 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr eafe min volat (EFAV) | 7.4 | $8.1M | 122k | 66.59 | |
Ishares Inc em mkt min vol (EEMV) | 7.2 | $7.9M | 141k | 55.84 | |
Ishares Tr usa min vo (USMV) | 7.2 | $7.8M | 151k | 51.94 | |
Apple (AAPL) | 4.1 | $4.5M | 29k | 156.22 | |
UnitedHealth (UNH) | 3.6 | $3.9M | 16k | 246.21 | |
Visa (V) | 3.0 | $3.2M | 25k | 130.93 | |
Home Depot (HD) | 2.7 | $3.0M | 18k | 170.21 | |
Rydex S&P Equal Weight ETF | 2.6 | $2.8M | 31k | 90.68 | |
Microsoft Corporation (MSFT) | 2.5 | $2.7M | 27k | 100.38 | |
CIGNA Corporation | 2.4 | $2.6M | 14k | 190.63 | |
Vanguard REIT ETF (VNQ) | 2.1 | $2.3M | 31k | 74.37 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 1.9 | $2.0M | 49k | 41.93 | |
Novo Nordisk A/S (NVO) | 1.8 | $2.0M | 43k | 45.84 | |
Nike (NKE) | 1.8 | $1.9M | 26k | 73.33 | |
Comcast Corporation (CMCSA) | 1.8 | $1.9M | 55k | 34.35 | |
McDonald's Corporation (MCD) | 1.7 | $1.9M | 11k | 175.52 | |
Estee Lauder Companies (EL) | 1.7 | $1.9M | 15k | 128.59 | |
Group Cgi Cad Cl A | 1.6 | $1.8M | 30k | 60.05 | |
Paypal Holdings (PYPL) | 1.5 | $1.6M | 19k | 83.27 | |
Relx (RELX) | 1.4 | $1.6M | 76k | 20.60 | |
Intel Corporation (INTC) | 1.3 | $1.4M | 31k | 46.74 | |
Novartis (NVS) | 1.3 | $1.4M | 17k | 85.26 | |
Rydex Etf Trust s^psc600 purvl | 1.3 | $1.4M | 25k | 57.55 | |
Wal-Mart Stores (WMT) | 1.2 | $1.3M | 15k | 92.12 | |
Cisco Systems (CSCO) | 1.2 | $1.3M | 31k | 42.78 | |
Taiwan Semiconductor Mfg (TSM) | 1.2 | $1.3M | 36k | 37.13 | |
WisdomTree Int Real Estate Fund (WTRE) | 1.2 | $1.3M | 47k | 27.69 | |
Walt Disney Company (DIS) | 1.2 | $1.3M | 12k | 107.27 | |
Canadian Natl Ry (CNI) | 1.1 | $1.2M | 17k | 73.61 | |
Industries N shs - a - (LYB) | 1.1 | $1.1M | 14k | 82.41 | |
U.S. Bancorp (USB) | 1.0 | $1.1M | 25k | 45.21 | |
WisdomTree Intl. SmallCap Div (DLS) | 1.0 | $1.1M | 19k | 60.21 | |
Nippon Telegraph & Telephone (NTTYY) | 1.0 | $1.1M | 27k | 40.69 | |
Ishares Inc ctr wld minvl (ACWV) | 1.0 | $1.0M | 13k | 80.93 | |
TJX Companies (TJX) | 0.9 | $1.0M | 23k | 43.80 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.9 | $1.0M | 23k | 44.20 | |
Total (TTE) | 0.9 | $983k | 13k | 75.42 | |
Unilever (UL) | 0.9 | $957k | 18k | 52.01 | |
iShares S&P World Ex-US Prop Index (WPS) | 0.9 | $933k | 27k | 34.48 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.8 | $917k | 15k | 63.32 | |
Shaw Communications Inc cl b conv | 0.8 | $896k | 49k | 18.12 | |
Intercontinental Exchange (ICE) | 0.8 | $890k | 12k | 74.45 | |
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.8 | $859k | 15k | 58.04 | |
China Petroleum & Chemical | 0.8 | $815k | 12k | 69.72 | |
Unilever | 0.7 | $805k | 15k | 53.48 | |
CVS Caremark Corporation (CVS) | 0.7 | $734k | 11k | 65.18 | |
Zynga | 0.7 | $724k | 186k | 3.89 | |
Wells Fargo & Company (WFC) | 0.7 | $710k | 16k | 45.81 | |
Powershares Global Etf Trust ex us sml port | 0.6 | $676k | 25k | 27.62 | |
Schwab Strategic Tr 0 (SCHP) | 0.6 | $668k | 13k | 53.24 | |
Infosys Technologies (INFY) | 0.6 | $648k | 69k | 9.43 | |
At&t (T) | 0.6 | $637k | 22k | 28.45 | |
AstraZeneca (AZN) | 0.6 | $639k | 17k | 37.74 | |
Brookfield Asset Management | 0.6 | $627k | 17k | 37.99 | |
Annaly Capital Management | 0.6 | $617k | 63k | 9.86 | |
Carnival (CUK) | 0.6 | $622k | 13k | 48.25 | |
Mondelez Int (MDLZ) | 0.6 | $606k | 15k | 39.87 | |
China Telecom Corporation | 0.5 | $589k | 12k | 50.76 | |
Bridgestone Corporation (BRDCY) | 0.5 | $591k | 31k | 19.19 | |
Coca-Cola Company (KO) | 0.5 | $578k | 12k | 47.16 | |
eBay (EBAY) | 0.5 | $551k | 20k | 28.23 | |
Ambev Sa- (ABEV) | 0.5 | $558k | 143k | 3.90 | |
Micron Technology (MU) | 0.5 | $549k | 17k | 31.55 | |
Basf Se (BASFY) | 0.5 | $531k | 31k | 17.36 | |
Sirius Xm Holdings (SIRI) | 0.5 | $515k | 90k | 5.72 | |
Activision Blizzard | 0.5 | $492k | 11k | 46.82 | |
ING Groep (ING) | 0.4 | $467k | 44k | 10.64 | |
CBS Corporation | 0.4 | $438k | 10k | 43.37 | |
Abb (ABBNY) | 0.4 | $408k | 22k | 18.91 | |
Komatsu (KMTUY) | 0.3 | $382k | 18k | 21.70 | |
Southern Copper Corporation (SCCO) | 0.3 | $352k | 12k | 30.55 | |
Allianz SE | 0.3 | $339k | 17k | 20.07 | |
Marine Harvest Asa Spons | 0.3 | $316k | 15k | 20.93 | |
Sun Hung Kai Properties (SUHJY) | 0.2 | $223k | 16k | 14.20 |