Lester Murray Antman dba SimplyRich as of Dec. 31, 2019
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 155 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr usa min vo (USMV) | 5.3 | $11M | 162k | 65.46 | |
| Ishares Inc em mkt min vol (EEMV) | 5.0 | $10M | 171k | 58.48 | |
| Ishares Tr eafe min volat (EFAV) | 5.0 | $10M | 134k | 74.32 | |
| Ishares Tr Global Reit Etf (REET) | 4.2 | $8.4M | 305k | 27.40 | |
| Apple (AAPL) | 4.2 | $8.3M | 28k | 291.51 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $7.6M | 5.7k | 1336.21 | |
| UnitedHealth (UNH) | 2.4 | $4.7M | 16k | 293.85 | |
| Visa (V) | 2.3 | $4.5M | 24k | 187.84 | |
| Microsoft Corporation (MSFT) | 2.1 | $4.2M | 27k | 157.59 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $4.1M | 3.1k | 1339.79 | |
| Home Depot (HD) | 1.9 | $3.8M | 17k | 217.31 | |
| Rydex S&P Equal Weight ETF | 1.7 | $3.3M | 29k | 115.28 | |
| Estee Lauder Companies (EL) | 1.5 | $3.0M | 15k | 206.40 | |
| Nike (NKE) | 1.3 | $2.6M | 26k | 100.78 | |
| CIGNA Corporation | 1.3 | $2.6M | 13k | 202.96 | |
| Comcast Corporation (CMCSA) | 1.3 | $2.5M | 55k | 45.18 | |
| Novo Nordisk A/S (NVO) | 1.2 | $2.5M | 43k | 57.72 | |
| Group Cgi Cad Cl A | 1.2 | $2.5M | 30k | 83.48 | |
| Amgen (AMGN) | 1.2 | $2.3M | 9.6k | 240.25 | |
| McDonald's Corporation (MCD) | 1.1 | $2.1M | 11k | 196.89 | |
| Paypal Holdings (PYPL) | 1.1 | $2.1M | 19k | 107.95 | |
| Taiwan Semiconductor Mfg (TSM) | 1.0 | $2.1M | 36k | 57.84 | |
| Vanguard REIT ETF (VNQ) | 1.0 | $2.0M | 22k | 92.13 | |
| Relx (RELX) | 1.0 | $1.9M | 76k | 25.14 | |
| Walt Disney Company (DIS) | 0.9 | $1.8M | 13k | 143.79 | |
| Anthem (ELV) | 0.9 | $1.8M | 6.0k | 305.24 | |
| Intel Corporation (INTC) | 0.9 | $1.8M | 30k | 59.62 | |
| Accenture (ACN) | 0.9 | $1.8M | 8.4k | 210.68 | |
| Wal-Mart Stores (WMT) | 0.9 | $1.8M | 15k | 119.39 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $1.6M | 7.1k | 225.75 | |
| Novartis (NVS) | 0.8 | $1.6M | 17k | 94.53 | |
| MasterCard Incorporated (MA) | 0.8 | $1.5M | 5.2k | 297.75 | |
| Canadian Natl Ry (CNI) | 0.8 | $1.5M | 17k | 90.05 | |
| Cisco Systems (CSCO) | 0.8 | $1.5M | 31k | 47.59 | |
| Raytheon Company | 0.8 | $1.5M | 6.8k | 220.22 | |
| U.S. Bancorp (USB) | 0.7 | $1.5M | 25k | 59.15 | |
| TJX Companies (TJX) | 0.7 | $1.4M | 23k | 61.18 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.7 | $1.4M | 15k | 93.04 | |
| PNC Financial Services (PNC) | 0.7 | $1.4M | 8.5k | 159.97 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.7 | $1.4M | 27k | 50.90 | |
| Industries N shs - a - (LYB) | 0.7 | $1.3M | 14k | 94.09 | |
| Toyota Motor Corporation (TM) | 0.6 | $1.2M | 8.7k | 140.63 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.6 | $1.2M | 23k | 51.30 | |
| Zynga | 0.6 | $1.1M | 186k | 6.14 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.1M | 12k | 92.44 | |
| Fiserv (FI) | 0.6 | $1.1M | 9.6k | 115.50 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.1M | 3.1k | 349.20 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $1.1M | 2.7k | 391.91 | |
| Sap (SAP) | 0.5 | $1.1M | 8.0k | 133.43 | |
| Unilever (UL) | 0.5 | $1.1M | 18k | 57.28 | |
| Amazon (AMZN) | 0.5 | $1.0M | 564.00 | 1847.52 | |
| Shaw Communications Inc cl b conv | 0.5 | $1000k | 49k | 20.22 | |
| Brookfield Asset Management | 0.5 | $954k | 17k | 57.80 | |
| Facebook Inc cl a (META) | 0.5 | $954k | 4.7k | 204.33 | |
| FedEx Corporation (FDX) | 0.5 | $938k | 6.2k | 150.18 | |
| Micron Technology (MU) | 0.5 | $926k | 17k | 53.22 | |
| Capital One Financial (COF) | 0.5 | $907k | 8.8k | 102.61 | |
| Chubb (CB) | 0.5 | $922k | 5.9k | 155.32 | |
| Procter & Gamble Company (PG) | 0.5 | $886k | 7.1k | 124.51 | |
| iShares S&P World Ex-US Prop Index (WPS) | 0.5 | $893k | 23k | 38.74 | |
| Ishares Inc ctr wld minvl (ACWV) | 0.5 | $889k | 9.3k | 95.74 | |
| Automatic Data Processing (ADP) | 0.4 | $876k | 5.2k | 169.67 | |
| Total (TTE) | 0.4 | $885k | 16k | 55.11 | |
| 3M Company (MMM) | 0.4 | $858k | 4.9k | 175.82 | |
| Wells Fargo & Company (WFC) | 0.4 | $857k | 16k | 53.62 | |
| AstraZeneca (AZN) | 0.4 | $847k | 17k | 50.03 | |
| Unilever | 0.4 | $857k | 15k | 57.70 | |
| At&t (T) | 0.4 | $842k | 22k | 39.04 | |
| Mondelez Int (MDLZ) | 0.4 | $836k | 15k | 55.00 | |
| Union Pacific Corporation (UNP) | 0.4 | $825k | 4.6k | 180.17 | |
| CVS Caremark Corporation (CVS) | 0.4 | $804k | 11k | 73.71 | |
| Illinois Tool Works (ITW) | 0.4 | $768k | 4.3k | 179.99 | |
| Motorola Solutions (MSI) | 0.4 | $784k | 4.9k | 161.02 | |
| Pepsi (PEP) | 0.4 | $753k | 5.5k | 136.81 | |
| Verizon Communications (VZ) | 0.4 | $742k | 12k | 61.20 | |
| Infosys Technologies (INFY) | 0.3 | $698k | 69k | 10.16 | |
| eBay (EBAY) | 0.3 | $699k | 20k | 35.81 | |
| Target Corporation (TGT) | 0.3 | $690k | 5.4k | 128.80 | |
| Rydex Etf Trust s^psc600 purvl | 0.3 | $693k | 10k | 69.24 | |
| Cme (CME) | 0.3 | $686k | 3.4k | 199.07 | |
| Coca-Cola Company (KO) | 0.3 | $677k | 12k | 55.24 | |
| M&T Bank Corporation (MTB) | 0.3 | $678k | 4.0k | 169.54 | |
| McKesson Corporation (MCK) | 0.3 | $683k | 5.0k | 137.09 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $678k | 2.00 | 339000.00 | |
| Ambev Sa- (ABEV) | 0.3 | $665k | 143k | 4.65 | |
| WisdomTree Intl. SmallCap Div (DLS) | 0.3 | $645k | 9.1k | 70.81 | |
| Hca Holdings (HCA) | 0.3 | $628k | 4.3k | 147.52 | |
| Sirius Xm Holdings (SIRI) | 0.3 | $639k | 90k | 7.09 | |
| Paccar (PCAR) | 0.3 | $616k | 7.8k | 78.97 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.3 | $619k | 13k | 47.51 | |
| WisdomTree Int Real Estate Fund (WTRE) | 0.3 | $623k | 20k | 31.17 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $594k | 5.3k | 111.91 | |
| Activision Blizzard | 0.3 | $586k | 10k | 58.85 | |
| Bridgestone Corporation (BRDCY) | 0.3 | $569k | 31k | 18.47 | |
| Basf Se (BASFY) | 0.3 | $548k | 30k | 18.60 | |
| National Grid (NGG) | 0.3 | $550k | 8.8k | 62.62 | |
| Carnival (CUK) | 0.3 | $532k | 11k | 48.29 | |
| Asml Holding (ASML) | 0.3 | $539k | 1.8k | 294.70 | |
| ING Groep (ING) | 0.3 | $527k | 44k | 12.00 | |
| Delphi Automotive Inc international (APTV) | 0.3 | $516k | 5.4k | 95.29 | |
| Ford Motor Company (F) | 0.2 | $488k | 53k | 9.26 | |
| British American Tobac (BTI) | 0.2 | $498k | 12k | 42.44 | |
| Southern Copper Corporation (SCCO) | 0.2 | $490k | 12k | 42.53 | |
| Republic Services (RSG) | 0.2 | $469k | 5.2k | 89.93 | |
| SYSCO Corporation (SYY) | 0.2 | $485k | 5.7k | 85.73 | |
| Rio Tinto (RIO) | 0.2 | $480k | 8.1k | 59.15 | |
| Kraft Heinz (KHC) | 0.2 | $469k | 15k | 31.68 | |
| Merck & Co (MRK) | 0.2 | $457k | 5.0k | 91.02 | |
| Diageo (DEO) | 0.2 | $434k | 2.6k | 168.54 | |
| Abb (ABBNY) | 0.2 | $434k | 18k | 24.01 | |
| Komatsu (KMTUY) | 0.2 | $421k | 18k | 23.92 | |
| HSBC Holdings (HSBC) | 0.2 | $394k | 10k | 38.93 | |
| Emerson Electric (EMR) | 0.2 | $400k | 5.2k | 76.51 | |
| Allianz SE | 0.2 | $408k | 17k | 24.15 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.2 | $407k | 11k | 36.72 | |
| Marine Harvest Asa Spons | 0.2 | $393k | 15k | 26.03 | |
| International Business Machines (IBM) | 0.2 | $371k | 2.8k | 132.88 | |
| Sempra Energy (SRE) | 0.2 | $380k | 2.5k | 150.91 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $371k | 3.0k | 124.45 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $379k | 4.5k | 84.60 | |
| Viacomcbs (PARA) | 0.2 | $383k | 9.2k | 41.45 | |
| Carnival Corporation (CCL) | 0.2 | $367k | 7.2k | 50.97 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.2 | $362k | 9.8k | 36.98 | |
| Aon | 0.2 | $355k | 1.7k | 207.48 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.2 | $347k | 7.3k | 47.53 | |
| Equinor Asa (EQNR) | 0.2 | $342k | 17k | 19.85 | |
| China Mobile | 0.2 | $316k | 7.5k | 42.17 | |
| Fidelity National Information Services (FIS) | 0.2 | $327k | 2.4k | 138.74 | |
| Costco Wholesale Corporation (COST) | 0.1 | $294k | 996.00 | 295.18 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $307k | 4.4k | 69.54 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $289k | 3.4k | 85.00 | |
| United Parcel Service (UPS) | 0.1 | $271k | 2.3k | 116.61 | |
| Nucor Corporation (NUE) | 0.1 | $269k | 4.8k | 56.04 | |
| Ultrapar Participacoes SA (UGP) | 0.1 | $273k | 44k | 6.28 | |
| United Technologies Corporation | 0.1 | $272k | 1.8k | 149.70 | |
| General Dynamics Corporation (GD) | 0.1 | $260k | 1.5k | 176.27 | |
| Nidec Corporation (NJDCY) | 0.1 | $256k | 7.5k | 34.22 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $267k | 1.7k | 160.17 | |
| Thomson Reuters Corp | 0.1 | $260k | 3.6k | 71.47 | |
| Philip Morris International (PM) | 0.1 | $243k | 2.8k | 85.65 | |
| Sun Hung Kai Properties (SUHJY) | 0.1 | $238k | 16k | 15.16 | |
| D.R. Horton (DHI) | 0.1 | $226k | 4.3k | 52.56 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $209k | 3.8k | 55.00 | |
| Oracle Corporation (ORCL) | 0.1 | $217k | 4.1k | 52.76 | |
| Rogers Communications -cl B (RCI) | 0.1 | $221k | 4.5k | 49.42 | |
| Bancolombia (CIB) | 0.1 | $211k | 3.8k | 54.86 | |
| Te Connectivity Ltd for (TEL) | 0.1 | $210k | 2.2k | 95.45 | |
| Liberty Broadband Cl C (LBRDK) | 0.1 | $228k | 1.8k | 125.00 | |
| Invesco Db Mlti Sectr Cmmty precious metal (DBP) | 0.1 | $212k | 5.1k | 41.50 | |
| China Petroleum & Chemical | 0.1 | $208k | 3.5k | 59.75 | |
| C K Hutchison Holdin F Adr 1 Adr Reps 1 Ord (CKHUY) | 0.1 | $193k | 20k | 9.55 | |
| Advanced Semiconductor Engineering | 0.1 | $99k | 18k | 5.58 | |
| Wipro (WIT) | 0.1 | $95k | 25k | 3.75 | |
| Grupo Aval Acciones Y Valore (AVAL) | 0.0 | $89k | 10k | 8.62 | |
| Companhia Siderurgica Nacional (SID) | 0.0 | $58k | 17k | 3.45 |
