Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Sept. 30, 2020

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 149 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $13M 113k 115.81
Ishares Tr Min Vol Usa Etf (USMV) 5.4 $11M 169k 63.73
Ishares Min Vol Emrg Mkt (EEMV) 5.2 $10M 187k 55.18
Ishares Tr Min Vol Eafe Etf (EFAV) 4.9 $9.7M 143k 68.13
Alphabet Class C (GOOG) 3.8 $7.6M 5.2k 1469.63
Ishares Tr Global Reit Etf (REET) 3.7 $7.5M 355k 21.03
Microsoft Corporation (MSFT) 2.8 $5.6M 27k 210.31
UnitedHealth (UNH) 2.4 $4.8M 15k 311.76
Visa Com Cl A (V) 2.4 $4.7M 24k 199.97
Home Depot (HD) 2.4 $4.7M 17k 277.73
Alphabet Cap Stk Cl A (GOOGL) 2.3 $4.5M 3.1k 1465.44
Paypal Holdings (PYPL) 1.9 $3.8M 19k 197.01
Nike CL B (NKE) 1.6 $3.3M 26k 125.55
Lauder Estee Cos Cl A (EL) 1.6 $3.2M 15k 218.25
Novo-nordisk A S Adr (NVO) 1.5 $3.0M 43k 69.43
Rydex Etf Trust Gug S&p500 Eq Wt 1.4 $2.9M 27k 108.12
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.4 $2.8M 35k 81.08
Comcast Corp Cl A (CMCSA) 1.3 $2.5M 55k 46.26
Amgen (AMGN) 1.2 $2.4M 9.6k 254.16
McDonald's Corporation (MCD) 1.1 $2.2M 10k 219.45
CIGNA Corporation 1.1 $2.1M 13k 169.40
Wal-Mart Stores (WMT) 1.0 $2.0M 15k 139.92
Groupe Cgi Cl A Sub Vtg 1.0 $2.0M 29k 67.76
Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.8M 8.1k 225.98
Amazon (AMZN) 0.9 $1.8M 564.00 3148.94
Mastercard Incorporated Cl A (MA) 0.9 $1.7M 5.2k 338.24
Canadian Natl Ry (CNI) 0.9 $1.7M 16k 106.46
Relx Sponsored Adr (RELX) 0.9 $1.7M 77k 22.37
Zynga Cl A 0.9 $1.7M 186k 9.12
Anthem (ELV) 0.8 $1.6M 6.0k 268.58
Vanguard Index Fds Reit Etf (VNQ) 0.8 $1.6M 20k 78.97
FedEx Corporation (FDX) 0.8 $1.6M 6.2k 251.52
Intel Corporation (INTC) 0.8 $1.5M 30k 51.80
Disney Walt Com Disney (DIS) 0.8 $1.5M 12k 124.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.5M 7.1k 212.98
Novartis A G Sponsored Adr (NVS) 0.7 $1.4M 17k 86.95
LVMH Moet Hennessy Louis Vuitton SE Adr (LVMUY) 0.7 $1.4M 15k 94.26
Sap Se Spon Adr (SAP) 0.7 $1.3M 8.6k 155.84
TJX Companies (TJX) 0.7 $1.3M 23k 55.66
Cisco Systems (CSCO) 0.6 $1.3M 32k 39.39
Southern Copper Corporation (SCCO) 0.6 $1.3M 28k 45.26
Intercontinental Exchange (ICE) 0.6 $1.2M 12k 100.04
Toyota Motor Corp Sp Adr Rep2com (TM) 0.6 $1.1M 8.6k 132.41
Unilever Spon Adr New (UL) 0.5 $1.1M 18k 61.71
Lockheed Martin Corporation (LMT) 0.5 $1.1M 2.8k 383.11
Nippon Telegraph & Telephone Corp Adr (NTTYY) 0.5 $1.1M 52k 20.66
Fastly Cl A (FSLY) 0.5 $1.1M 11k 93.71
eBay (EBAY) 0.5 $1.0M 19k 52.08
Fiserv (FI) 0.5 $984k 9.6k 103.04
Procter & Gamble Company (PG) 0.5 $972k 7.0k 138.94
Northrop Grumman Corporation (NOC) 0.5 $968k 3.1k 315.62
Lyondellbasell Industries N Shs - A - (LYB) 0.5 $962k 14k 70.46
Astrazeneca Sponsored Adr (AZN) 0.5 $928k 17k 54.81
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $918k 23k 39.51
PNC Financial Services (PNC) 0.5 $907k 8.3k 109.87
Unilever N V N Y Shs New 0.4 $871k 14k 60.43
Mondelez Intl Cl A (MDLZ) 0.4 $866k 15k 57.47
Raytheon Technologies Corp (RTX) 0.4 $850k 15k 57.55
Union Pacific Corporation (UNP) 0.4 $849k 4.3k 196.94
Target Corporation (TGT) 0.4 $843k 5.4k 157.36
Facebook Cl A (META) 0.4 $842k 3.2k 261.82
Illinois Tool Works (ITW) 0.4 $824k 4.3k 193.11
Activision Blizzard 0.4 $823k 10k 80.95
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $818k 25k 33.04
3M Company (MMM) 0.4 $793k 5.0k 160.20
Motorola Solutions Com New (MSI) 0.4 $764k 4.9k 156.91
Pepsi (PEP) 0.4 $747k 5.4k 138.56
Micron Technology (MU) 0.4 $747k 16k 46.98
McKesson Corporation (MCK) 0.4 $742k 5.0k 148.94
Verizon Communications (VZ) 0.4 $703k 12k 59.48
Asml Holding N V N Y Registry Shs (ASML) 0.4 $703k 1.9k 369.42
Automatic Data Processing (ADP) 0.4 $701k 5.0k 139.47
Ishares Min Vol Gbl Etf (ACWV) 0.3 $693k 7.5k 91.93
Ishares Tr Intl Devppty Etf (WPS) 0.3 $677k 22k 31.47
Paccar (PCAR) 0.3 $665k 7.8k 85.26
Chubb (CB) 0.3 $646k 5.6k 116.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $640k 2.00 320000.00
Marsh & McLennan Companies (MMC) 0.3 $623k 5.4k 114.71
Thomson Reuters Corp Com New 0.3 $602k 7.5k 79.81
CVS Caremark Corporation (CVS) 0.3 $595k 10k 58.40
Coca-Cola Company (KO) 0.3 $590k 12k 49.35
At&t (T) 0.3 $565k 20k 28.52
Cme Group Com Cl A (CME) 0.3 $562k 3.4k 167.26
Johnson Ctls Intl SHS (JCI) 0.3 $515k 13k 40.86
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $497k 8.3k 59.93
Bridgestone Corp Adr (BRDCY) 0.2 $488k 31k 15.84
Sempra Energy (SRE) 0.2 $488k 4.1k 118.27
Republic Services (RSG) 0.2 $487k 5.2k 93.38
Wisdomtree Tr Glb Ex Us Rl Est (WTRE) 0.2 $486k 20k 24.32
Costco Wholesale Corporation (COST) 0.2 $484k 1.4k 355.36
Sirius Xm Holdings (SIRI) 0.2 $483k 90k 5.36
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $477k 12k 41.38
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.2 $473k 138k 3.42
Rydex Etf Trust Gug S&p Sc600 Pv 0.2 $469k 9.3k 50.62
Aptiv SHS (APTV) 0.2 $468k 5.1k 91.71
Abb Sponsored Adr (ABBNY) 0.2 $460k 18k 25.45
Orix Corp Sponsored Adr (IX) 0.2 $458k 7.3k 62.62
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.2 $453k 11k 42.45
Infosys Sponsored Adr (INFY) 0.2 $452k 33k 13.81
National Grid Sponsored Adr Ne (NGG) 0.2 $442k 7.7k 57.78
Basf Se Adr (BASFY) 0.2 $440k 29k 15.28
Merck & Co (MRK) 0.2 $416k 5.0k 82.85
Komatsu (KMTUY) 0.2 $387k 18k 21.99
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $384k 3.0k 128.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $376k 4.3k 86.54
Diageo P L C Spon Adr New (DEO) 0.2 $366k 2.7k 137.49
Aon Shs Cl A 0.2 $353k 1.7k 206.31
Nidec Corporation Adr (NJDCY) 0.2 $350k 15k 23.39
D.R. Horton (DHI) 0.2 $348k 4.6k 75.73
Fidelity National Information Services (FIS) 0.2 $347k 2.4k 147.22
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $343k 9.5k 36.26
Agilent Technologies Inc C ommon (A) 0.2 $343k 3.4k 100.88
Nice Sponsored Adr (NICE) 0.2 $343k 1.5k 227.00
China Mobile Sponsored Adr 0.2 $342k 11k 32.17
International Business Machines (IBM) 0.2 $340k 2.8k 121.78
British Amern Tob Sponsored Adr (BTI) 0.2 $340k 9.4k 36.10
Ericsson Adr B Sek 10 (ERIC) 0.2 $332k 31k 10.89
Emerson Electric (EMR) 0.2 $328k 5.0k 65.50
Smith & Nephew Group Spdn Adr New (SNN) 0.2 $323k 8.3k 39.11
Allianz Se Adr Unsponsored (ALIZY) 0.2 $305k 16k 19.15
Ritchie Bros. Auctioneers Inco 0.1 $290k 4.9k 59.18
SYSCO Corporation (SYY) 0.1 $287k 4.6k 62.30
Kimberly-Clark Corporation (KMB) 0.1 $280k 1.9k 147.52
Broadcom (AVGO) 0.1 $274k 751.00 364.85
United Parcel Service CL B (UPS) 0.1 $269k 1.6k 166.67
Imperial Oil Com New (IMO) 0.1 $269k 23k 11.95
Marine Harvest ASA Adr 0.1 $268k 15k 17.75
Powershares Db Multi-sector Precious Metal (DBP) 0.1 $262k 5.1k 51.28
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $261k 1.8k 143.09
Oracle Corporation (ORCL) 0.1 $246k 4.1k 59.81
Liberty Media Corp Delaware Com C Siriusxm 0.1 $241k 7.3k 33.01
Viacomcbs CL B (PARA) 0.1 $235k 8.4k 27.98
AFLAC Incorporated (AFL) 0.1 $223k 6.1k 36.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $216k 4.2k 51.43
Public Storage (PSA) 0.1 $216k 969.00 222.91
Te Connectivity Reg Shs (TEL) 0.1 $215k 2.2k 97.73
Thermo Fisher Scientific (TMO) 0.1 $211k 479.00 440.50
Capital One Financial (COF) 0.1 $211k 2.9k 71.79
Wheaton Precious Metals Corp (WPM) 0.1 $206k 4.2k 49.04
Netease Sponsored Ads (NTES) 0.1 $205k 451.00 454.55
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $204k 1.7k 122.38
Sun Hung Kai Properties Adr (SUHJY) 0.1 $202k 16k 12.87
Wipro (WIT) 0.1 $194k 41k 4.71
Ambev Sa Sponsored Adr (ABEV) 0.1 $170k 75k 2.27
Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) 0.1 $162k 29k 5.51
Enel Americas S A Sponsored Adr 0.1 $136k 21k 6.45
C K Hutchison Holdin F Adr 1 Adr Reps 1 Ord (CKHUY) 0.1 $122k 20k 6.04
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $72k 18k 4.06
Companhia Siderurgica Nacion Sponsored Adr (SID) 0.0 $49k 17k 2.92