Lester Murray Antman dba SimplyRich as of March 31, 2020
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 123 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr usa min vo (USMV) | 5.9 | $8.9M | 160k | 55.37 | |
| Ishares Tr eafe min volat (EFAV) | 5.6 | $8.4M | 133k | 62.84 | |
| Ishares Inc em mkt min vol (EEMV) | 5.4 | $8.1M | 176k | 46.39 | |
| Apple (AAPL) | 4.8 | $7.2M | 28k | 254.82 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $6.5M | 5.7k | 1146.85 | |
| Ishares Tr Global Reit Etf (REET) | 4.0 | $5.9M | 308k | 19.26 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.3M | 27k | 160.24 | |
| Visa (V) | 2.6 | $3.9M | 24k | 165.55 | |
| UnitedHealth (UNH) | 2.6 | $3.9M | 15k | 251.28 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $3.5M | 3.1k | 1146.32 | |
| Home Depot (HD) | 2.2 | $3.3M | 17k | 196.10 | |
| Novo Nordisk A/S (NVO) | 1.7 | $2.6M | 43k | 60.17 | |
| Rydex S&P Equal Weight ETF | 1.6 | $2.5M | 29k | 85.61 | |
| Estee Lauder Companies (EL) | 1.6 | $2.4M | 15k | 165.22 | |
| CIGNA Corporation | 1.5 | $2.2M | 13k | 178.29 | |
| Nike (NKE) | 1.5 | $2.2M | 26k | 85.38 | |
| Amgen (AMGN) | 1.3 | $2.0M | 9.4k | 208.53 | |
| Comcast Corporation (CMCSA) | 1.3 | $1.9M | 55k | 35.48 | |
| Paypal Holdings (PYPL) | 1.2 | $1.8M | 19k | 97.01 | |
| McDonald's Corporation (MCD) | 1.1 | $1.7M | 10k | 168.15 | |
| Wal-Mart Stores (WMT) | 1.1 | $1.7M | 15k | 115.20 | |
| Taiwan Semiconductor Mfg (TSM) | 1.1 | $1.7M | 35k | 47.83 | |
| Intel Corporation (INTC) | 1.1 | $1.7M | 30k | 55.48 | |
| Relx (RELX) | 1.1 | $1.6M | 76k | 21.52 | |
| Group Cgi Cad Cl A | 1.0 | $1.5M | 29k | 52.43 | |
| Vanguard REIT ETF (VNQ) | 1.0 | $1.5M | 21k | 71.59 | |
| Anthem (ELV) | 0.9 | $1.4M | 6.0k | 230.59 | |
| Accenture (ACN) | 0.9 | $1.4M | 8.1k | 169.90 | |
| Novartis (NVS) | 0.9 | $1.3M | 16k | 81.91 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.9 | $1.3M | 52k | 25.20 | |
| MasterCard Incorporated (MA) | 0.9 | $1.3M | 5.2k | 253.20 | |
| Ishares Inc ctr wld minvl (ACWV) | 0.9 | $1.3M | 16k | 81.95 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $1.3M | 7.1k | 183.22 | |
| Zynga | 0.9 | $1.3M | 186k | 6.86 | |
| Cisco Systems (CSCO) | 0.8 | $1.3M | 31k | 40.32 | |
| Walt Disney Company (DIS) | 0.8 | $1.2M | 12k | 99.84 | |
| Canadian Natl Ry (CNI) | 0.8 | $1.2M | 16k | 76.45 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.8 | $1.1M | 15k | 77.50 | |
| TJX Companies (TJX) | 0.7 | $1.1M | 23k | 47.56 | |
| Amazon (AMZN) | 0.7 | $1.1M | 564.00 | 1964.54 | |
| Toyota Motor Corporation (TM) | 0.7 | $1.1M | 8.6k | 125.22 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.0M | 12k | 83.82 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $949k | 2.7k | 348.90 | |
| Fiserv (FI) | 0.6 | $939k | 9.6k | 98.32 | |
| Unilever (UL) | 0.6 | $887k | 18k | 50.57 | |
| Sap (SAP) | 0.6 | $878k | 7.8k | 112.93 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.6 | $845k | 23k | 36.36 | |
| PNC Financial Services (PNC) | 0.6 | $834k | 8.3k | 101.03 | |
| Procter & Gamble Company (PG) | 0.5 | $805k | 7.0k | 114.98 | |
| Raytheon Company | 0.5 | $780k | 5.5k | 141.23 | |
| FedEx Corporation (FDX) | 0.5 | $776k | 6.2k | 124.24 | |
| Mondelez Int (MDLZ) | 0.5 | $759k | 15k | 51.12 | |
| AstraZeneca (AZN) | 0.5 | $754k | 17k | 44.54 | |
| Southern Copper Corporation (SCCO) | 0.5 | $722k | 26k | 27.61 | |
| Micron Technology (MU) | 0.5 | $708k | 16k | 44.53 | |
| Unilever | 0.5 | $699k | 14k | 48.49 | |
| McKesson Corporation (MCK) | 0.5 | $688k | 5.0k | 138.10 | |
| Automatic Data Processing (ADP) | 0.5 | $681k | 4.9k | 137.77 | |
| Industries N shs - a - (LYB) | 0.5 | $678k | 14k | 49.56 | |
| Pepsi (PEP) | 0.5 | $676k | 5.4k | 125.39 | |
| 3M Company (MMM) | 0.4 | $672k | 4.9k | 137.70 | |
| Motorola Solutions (MSI) | 0.4 | $649k | 4.9k | 133.29 | |
| Chubb (CB) | 0.4 | $634k | 5.6k | 113.99 | |
| CVS Caremark Corporation (CVS) | 0.4 | $617k | 10k | 59.72 | |
| Illinois Tool Works (ITW) | 0.4 | $607k | 4.3k | 142.25 | |
| Union Pacific Corporation (UNP) | 0.4 | $604k | 4.3k | 140.11 | |
| At&t (T) | 0.4 | $603k | 20k | 30.21 | |
| eBay (EBAY) | 0.4 | $599k | 19k | 31.17 | |
| iShares S&P World Ex-US Prop Index (WPS) | 0.4 | $596k | 22k | 27.70 | |
| Activision Blizzard | 0.4 | $582k | 10k | 58.45 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $548k | 2.00 | 274000.00 | |
| Cme (CME) | 0.4 | $539k | 3.1k | 174.10 | |
| Coca-Cola Company (KO) | 0.4 | $538k | 12k | 45.00 | |
| Facebook Inc cl a (META) | 0.4 | $534k | 3.2k | 166.04 | |
| Target Corporation (TGT) | 0.3 | $514k | 5.4k | 95.95 | |
| Verizon Communications (VZ) | 0.3 | $495k | 9.0k | 54.75 | |
| Asml Holding (ASML) | 0.3 | $490k | 1.8k | 267.91 | |
| Paccar (PCAR) | 0.3 | $486k | 7.8k | 62.31 | |
| Bridgestone Corporation (BRDCY) | 0.3 | $486k | 31k | 15.78 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $475k | 5.3k | 89.49 | |
| National Grid (NGG) | 0.3 | $460k | 7.8k | 59.29 | |
| WisdomTree Int Real Estate Fund (WTRE) | 0.3 | $436k | 20k | 21.82 | |
| Sirius Xm Holdings (SIRI) | 0.3 | $434k | 90k | 4.81 | |
| M&T Bank Corporation (MTB) | 0.3 | $427k | 4.0k | 106.78 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.3 | $426k | 13k | 32.93 | |
| WisdomTree Intl. SmallCap Div (DLS) | 0.3 | $408k | 8.4k | 48.34 | |
| Republic Services (RSG) | 0.3 | $400k | 5.2k | 76.70 | |
| Merck & Co (MRK) | 0.3 | $386k | 5.0k | 76.88 | |
| Sempra Energy (SRE) | 0.3 | $379k | 3.2k | 120.05 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $377k | 4.3k | 86.77 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.2 | $348k | 11k | 32.61 | |
| Rydex Etf Trust s^psc600 purvl | 0.2 | $342k | 10k | 34.17 | |
| Brookfield Asset Management | 0.2 | $338k | 29k | 11.74 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.2 | $335k | 9.5k | 35.42 | |
| Diageo (DEO) | 0.2 | $332k | 2.6k | 128.93 | |
| International Business Machines (IBM) | 0.2 | $315k | 2.8k | 112.82 | |
| Abb (ABBNY) | 0.2 | $314k | 18k | 17.37 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $314k | 3.0k | 105.33 | |
| Komatsu (KMTUY) | 0.2 | $308k | 18k | 17.50 | |
| Thomson Reuters Corp | 0.2 | $298k | 4.5k | 66.50 | |
| Fidelity National Information Services (FIS) | 0.2 | $295k | 2.4k | 125.16 | |
| Aon | 0.2 | $293k | 1.7k | 171.24 | |
| Costco Wholesale Corporation (COST) | 0.2 | $285k | 979.00 | 291.11 | |
| Allianz Se (ALIZY) | 0.2 | $278k | 16k | 16.94 | |
| Infosys Technologies (INFY) | 0.2 | $266k | 31k | 8.49 | |
| China Mobile | 0.2 | $258k | 7.0k | 36.86 | |
| Delphi Automotive Inc international (APTV) | 0.2 | $255k | 5.1k | 49.97 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $247k | 3.4k | 72.65 | |
| SYSCO Corporation (SYY) | 0.2 | $236k | 5.1k | 46.27 | |
| Emerson Electric (EMR) | 0.2 | $234k | 5.0k | 46.73 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.1 | $223k | 7.3k | 30.55 | |
| Marine Harvest Asa Spons | 0.1 | $220k | 15k | 14.57 | |
| Invesco Db Mlti Sectr Cmmty precious metal (DBP) | 0.1 | $215k | 5.1k | 42.08 | |
| Liberty Broadband Cl C (LBRDK) | 0.1 | $208k | 1.8k | 114.04 | |
| Oracle Corporation (ORCL) | 0.1 | $207k | 4.1k | 50.33 | |
| Sun Hung Kai Properties (SUHJY) | 0.1 | $203k | 16k | 12.93 | |
| Nidec Corporation (NJDCY) | 0.1 | $202k | 7.5k | 27.00 | |
| Ambev Sa- (ABEV) | 0.1 | $186k | 75k | 2.48 | |
| C K Hutchison Holdin F Adr 1 Adr Reps 1 Ord (CKHUY) | 0.1 | $134k | 20k | 6.63 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $96k | 3.1k | 31.30 | |
| Advanced Semiconductor Engineering | 0.0 | $69k | 18k | 3.89 | |
| Centrais Eletricas Brasileiras (EBR) | 0.0 | $59k | 13k | 4.61 | |
| Companhia Siderurgica Nacional (SID) | 0.0 | $22k | 17k | 1.31 |
