Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of June 30, 2020

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 137 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $10M 28k 361.79
Ishares Tr Min Vol Usa Etf (USMV) 5.6 $10M 171k 59.91
Ishares Min Vol Emrg Mkt (EEMV) 5.4 $9.8M 188k 52.30
Ishares Tr Min Vol Eafe Etf (EFAV) 5.2 $9.5M 144k 66.09
Alphabet Class C (GOOG) 4.4 $7.9M 5.7k 1394.95
Ishares Tr Global Reit Etf (REET) 4.1 $7.3M 353k 20.76
Microsoft Corporation (MSFT) 2.9 $5.3M 27k 198.43
Visa Com Cl A (V) 2.5 $4.5M 24k 191.37
UnitedHealth (UNH) 2.5 $4.5M 16k 289.78
Alphabet Cap Stk Cl A (GOOGL) 2.4 $4.3M 3.1k 1397.29
Home Depot (HD) 2.3 $4.2M 17k 246.14
Paypal Holdings (PYPL) 1.8 $3.2M 19k 168.33
Novo-nordisk A S Adr (NVO) 1.5 $2.8M 43k 65.55
Lauder Estee Cos Cl A (EL) 1.5 $2.7M 15k 185.66
Rydex Etf Trust Gug S&p500 Eq Wt 1.5 $2.7M 27k 100.39
Nike CL B (NKE) 1.4 $2.5M 26k 95.89
CIGNA Corporation 1.3 $2.4M 13k 187.59
Amgen (AMGN) 1.2 $2.2M 9.4k 231.56
Comcast Corp Cl A (CMCSA) 1.2 $2.1M 55k 38.93
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.1 $2.0M 35k 56.41
McDonald's Corporation (MCD) 1.0 $1.9M 10k 182.79
Groupe Cgi Cl A Sub Vtg 1.0 $1.8M 29k 63.11
Relx Sponsored Adr (RELX) 1.0 $1.8M 77k 23.62
Zynga Cl A 1.0 $1.8M 186k 9.56
Intel Corporation (INTC) 1.0 $1.7M 30k 58.28
Accenture Plc Ireland Shs Class A (ACN) 1.0 $1.7M 8.1k 212.71
Wal-Mart Stores (WMT) 1.0 $1.7M 15k 119.05
Vanguard Index Fds Reit Etf (VNQ) 0.9 $1.6M 21k 77.63
Anthem (ELV) 0.9 $1.6M 6.0k 259.29
Amazon (AMZN) 0.8 $1.5M 564.00 2680.85
Mastercard Incorporated Cl A (MA) 0.8 $1.5M 5.2k 292.91
Novartis A G Sponsored Adr (NVS) 0.8 $1.4M 17k 87.31
Cisco Systems (CSCO) 0.8 $1.4M 31k 46.14
Canadian Natl Ry (CNI) 0.8 $1.4M 16k 86.92
Disney Walt Com Disney (DIS) 0.8 $1.4M 12k 111.49
LVMH Moet Hennessy Louis Vuitton SE Adr (LVMUY) 0.7 $1.3M 15k 87.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 7.1k 177.16
Nippon Telegraph & Telephone Corp Adr (NTTYY) 0.7 $1.2M 52k 23.37
TJX Companies (TJX) 0.7 $1.2M 23k 50.77
Toyota Motor Corp Sp Adr Rep2com (TM) 0.6 $1.1M 8.7k 126.86
Intercontinental Exchange (ICE) 0.6 $1.1M 12k 90.36
Southern Copper Corporation (SCCO) 0.6 $1.1M 28k 38.35
Sap Se Spon Adr (SAP) 0.6 $1.1M 7.8k 138.39
eBay (EBAY) 0.5 $986k 19k 51.30
Unilever Spon Adr New (UL) 0.5 $981k 18k 55.24
Northrop Grumman Corporation (NOC) 0.5 $948k 3.1k 309.10
Fiserv (FI) 0.5 $926k 9.6k 96.96
Raytheon Technologies Corp (RTX) 0.5 $908k 15k 61.92
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $902k 23k 38.82
Astrazeneca Sponsored Adr (AZN) 0.5 $896k 17k 52.92
Lyondellbasell Industries N Shs - A - (LYB) 0.5 $889k 14k 64.98
Fastly Cl A (FSLY) 0.5 $881k 11k 78.18
PNC Financial Services (PNC) 0.5 $849k 8.3k 102.85
FedEx Corporation (FDX) 0.5 $840k 6.2k 134.49
Procter & Gamble Company (PG) 0.5 $824k 7.0k 117.70
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $808k 25k 32.64
Micron Technology (MU) 0.4 $781k 16k 49.12
Unilever N V N Y Shs New 0.4 $774k 14k 53.70
Activision Blizzard 0.4 $768k 10k 75.54
Mondelez Intl Cl A (MDLZ) 0.4 $762k 15k 50.57
3M Company (MMM) 0.4 $759k 4.9k 155.53
McKesson Corporation (MCK) 0.4 $756k 5.0k 151.75
Automatic Data Processing (ADP) 0.4 $736k 5.0k 146.44
Illinois Tool Works (ITW) 0.4 $727k 4.3k 170.38
Union Pacific Corporation (UNP) 0.4 $714k 4.3k 165.62
Facebook Cl A (META) 0.4 $710k 3.2k 220.77
Pepsi (PEP) 0.4 $707k 5.4k 131.14
Chubb (CB) 0.4 $699k 5.6k 125.67
Motorola Solutions Com New (MSI) 0.4 $673k 4.9k 138.22
Asml Holding N V N Y Registry Shs (ASML) 0.4 $667k 1.8k 364.68
CVS Caremark Corporation (CVS) 0.4 $666k 10k 64.47
Ishares Min Vol Gbl Etf (ACWV) 0.4 $658k 7.6k 87.15
Ishares Tr Intl Devppty Etf (WPS) 0.4 $650k 22k 30.21
Target Corporation (TGT) 0.4 $635k 5.4k 118.54
At&t (T) 0.3 $593k 20k 29.93
Paccar (PCAR) 0.3 $575k 7.8k 73.72
Marsh & McLennan Companies (MMC) 0.3 $572k 5.4k 105.32
Verizon Communications (VZ) 0.3 $561k 10k 54.69
Rogers Communications CL B (RCI) 0.3 $550k 14k 40.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $530k 2.00 265000.00
Coca-Cola Company (KO) 0.3 $530k 12k 44.33
Sirius Xm Holdings (SIRI) 0.3 $514k 90k 5.70
Thomson Reuters Corp Com New 0.3 $505k 7.5k 66.95
Cme Group Com Cl A (CME) 0.3 $502k 3.1k 162.14
Bridgestone Corp Adr (BRDCY) 0.3 $500k 31k 16.23
Sempra Energy (SRE) 0.3 $487k 4.1k 118.03
Wisdomtree Tr Glb Ex Us Rl Est (WTRE) 0.3 $476k 20k 23.82
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $469k 8.4k 55.56
National Grid Sponsored Adr Ne (NGG) 0.3 $466k 7.8k 60.06
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $465k 12k 39.22
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.3 $458k 11k 42.92
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.3 $458k 138k 3.31
Rydex Etf Trust Gug S&p Sc600 Pv 0.2 $438k 9.5k 46.20
Johnson Ctls Intl SHS (JCI) 0.2 $426k 13k 33.80
Republic Services (RSG) 0.2 $423k 5.2k 81.11
Basf Se Adr (BASFY) 0.2 $406k 29k 14.10
Abb Sponsored Adr (ABBNY) 0.2 $401k 18k 22.19
Aptiv SHS (APTV) 0.2 $386k 5.1k 75.64
Merck & Co (MRK) 0.2 $382k 5.0k 76.08
Imperial Oil Com New (IMO) 0.2 $376k 24k 15.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $376k 4.3k 86.54
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $366k 9.5k 38.69
British Amern Tob Sponsored Adr (BTI) 0.2 $363k 9.3k 39.17
Orix Corp Sponsored Adr (IX) 0.2 $359k 5.8k 61.69
Diageo P L C Spon Adr New (DEO) 0.2 $357k 2.7k 134.11
Komatsu (KMTUY) 0.2 $356k 18k 20.23
Lockheed Martin Corporation (LMT) 0.2 $353k 6.4k 54.71
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $345k 3.0k 115.73
International Business Machines (IBM) 0.2 $334k 2.8k 119.63
Allianz Se Adr Unsponsored (ALIZY) 0.2 $331k 16k 20.17
Aon Shs Cl A 0.2 $322k 1.7k 188.19
Costco Wholesale Corporation (COST) 0.2 $317k 1.1k 301.62
Infosys Sponsored Adr (INFY) 0.2 $313k 33k 9.57
Fidelity National Information Services (FIS) 0.2 $309k 2.4k 131.10
Emerson Electric (EMR) 0.2 $307k 5.0k 61.30
Agilent Technologies Inc C ommon (A) 0.2 $297k 3.4k 87.35
Marine Harvest ASA Adr 0.2 $283k 15k 18.74
Smith & Nephew Group Spdn Adr New (SNN) 0.2 $280k 7.4k 37.90
SYSCO Corporation (SYY) 0.1 $266k 4.9k 54.43
Ericsson Adr B Sek 10 (ERIC) 0.1 $257k 28k 9.22
Nidec Corporation Adr (NJDCY) 0.1 $252k 15k 16.84
D.R. Horton (DHI) 0.1 $251k 4.6k 54.62
Liberty Media Corp Delaware Com C Siriusxm 0.1 $244k 7.3k 33.42
Nice Sponsored Adr (NICE) 0.1 $244k 1.3k 185.69
Powershares Db Multi-sector Precious Metal (DBP) 0.1 $241k 5.1k 47.17
Kimberly-Clark Corporation (KMB) 0.1 $238k 1.7k 139.51
China Mobile Sponsored Adr 0.1 $234k 7.0k 33.43
Broadcom (AVGO) 0.1 $233k 751.00 310.25
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $228k 1.8k 125.00
Oracle Corporation (ORCL) 0.1 $225k 4.1k 54.70
AFLAC Incorporated (AFL) 0.1 $211k 6.0k 35.42
Ambev Sa Sponsored Adr (ABEV) 0.1 $201k 75k 2.68
Sun Hung Kai Properties Adr (SUHJY) 0.1 $199k 16k 12.68
Enel Americas S A Sponsored Adr 0.1 $189k 25k 7.54
Wipro (WIT) 0.1 $135k 41k 3.28
C K Hutchison Holdin F Adr 1 Adr Reps 1 Ord (CKHUY) 0.1 $128k 20k 6.34
Companhia Siderurgica Nacion Sponsored Adr (SID) 0.0 $32k 17k 1.90