Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Dec. 31, 2020

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 156 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $15M 113k 132.69
Ishares Min Vol Emrg Mkt (EEMV) 5.1 $11M 186k 61.08
Ishares Tr Min Vol Usa Etf (USMV) 5.1 $11M 167k 67.88
Ishares Tr Min Vol Eafe Etf (EFAV) 4.7 $10M 142k 73.41
Alphabet Class C (GOOG) 4.0 $9.0M 5.1k 1751.80
Ishares Tr Global Reit Etf (REET) 3.9 $8.7M 362k 23.93
Microsoft Corporation (MSFT) 2.7 $6.0M 27k 222.41
Alphabet Cap Stk Cl A (GOOGL) 2.4 $5.4M 3.1k 1752.67
UnitedHealth (UNH) 2.4 $5.4M 15k 350.68
Visa Com Cl A (V) 2.3 $5.2M 24k 218.74
Home Depot (HD) 2.0 $4.5M 17k 265.61
Paypal Holdings (PYPL) 2.0 $4.4M 19k 234.21
Lauder Estee Cos Cl A (EL) 1.8 $4.0M 15k 273.01
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.7 $3.8M 35k 109.03
Nike CL B (NKE) 1.6 $3.7M 26k 141.46
Rydex Etf Trust Gug S&p500 Eq Wt 1.5 $3.4M 27k 127.53
Novo-nordisk A S Adr (NVO) 1.3 $3.0M 43k 69.84
Comcast Corp Cl A (CMCSA) 1.3 $2.9M 55k 52.40
CIGNA Corporation 1.2 $2.6M 13k 208.15
Groupe Cgi Cl A Sub Vtg 1.0 $2.3M 29k 79.31
Disney Walt Com Disney (DIS) 1.0 $2.2M 12k 181.15
McDonald's Corporation (MCD) 1.0 $2.2M 10k 214.54
Amgen (AMGN) 1.0 $2.2M 9.4k 229.96
Accenture Plc Ireland Shs Class A (ACN) 0.9 $2.1M 8.1k 261.25
Wal-Mart Stores (WMT) 0.9 $2.1M 15k 144.12
Anthem (ELV) 0.9 $1.9M 6.0k 321.17
Unilever Spon Adr New (UL) 0.9 $1.9M 32k 60.35
LVMH Moet Hennessy Louis Vuitton SE Adr (LVMUY) 0.8 $1.8M 15k 124.73
Mastercard Incorporated Cl A (MA) 0.8 $1.8M 5.2k 357.03
Zynga Cl A 0.8 $1.8M 186k 9.87
Amazon (AMZN) 0.8 $1.8M 564.00 3257.09
Southern Copper Corporation (SCCO) 0.8 $1.8M 28k 65.11
Canadian Natl Ry (CNI) 0.8 $1.8M 16k 109.83
Vanguard Index Fds Reit Etf (VNQ) 0.8 $1.7M 20k 84.93
Relx Sponsored Adr (RELX) 0.7 $1.7M 67k 24.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.7M 7.1k 231.81
FedEx Corporation (FDX) 0.7 $1.6M 6.2k 259.69
TJX Companies (TJX) 0.7 $1.6M 23k 68.28
Novartis A G Sponsored Adr (NVS) 0.7 $1.6M 17k 94.46
Intel Corporation (INTC) 0.7 $1.5M 30k 49.81
Cisco Systems (CSCO) 0.6 $1.4M 32k 44.73
Intercontinental Exchange (ICE) 0.6 $1.4M 12k 115.27
Toyota Motor Corp Sp Adr Rep2com (TM) 0.6 $1.3M 8.6k 154.58
Nippon Telegraph & Telephone Corp Adr (NTTYY) 0.6 $1.3M 52k 25.70
Lyondellbasell Industries N Shs - A - (LYB) 0.6 $1.3M 14k 91.69
PNC Financial Services (PNC) 0.5 $1.2M 8.3k 149.00
Micron Technology (MU) 0.5 $1.2M 16k 75.16
Lockheed Martin Corporation (LMT) 0.5 $1.1M 3.1k 355.07
Fiserv (FI) 0.5 $1.1M 9.6k 113.82
Sap Se Spon Adr (SAP) 0.5 $1.1M 8.3k 130.37
Raytheon Technologies Corp (RTX) 0.5 $1.0M 15k 71.52
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $1.0M 23k 44.45
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.5 $1.0M 25k 41.28
Asml Holding N V N Y Registry Shs (ASML) 0.4 $989k 2.0k 487.91
Procter & Gamble Company (PG) 0.4 $973k 7.0k 139.20
eBay (EBAY) 0.4 $966k 19k 50.26
Target Corporation (TGT) 0.4 $946k 5.4k 176.59
Activision Blizzard 0.4 $944k 10k 92.85
Northrop Grumman Corporation (NOC) 0.4 $935k 3.1k 304.86
3M Company (MMM) 0.4 $904k 5.2k 174.75
Union Pacific Corporation (UNP) 0.4 $898k 4.3k 208.30
Automatic Data Processing (ADP) 0.4 $886k 5.0k 176.28
Facebook Cl A (META) 0.4 $878k 3.2k 273.01
Fastly Cl A (FSLY) 0.4 $875k 10k 87.33
Illinois Tool Works (ITW) 0.4 $870k 4.3k 203.89
McKesson Corporation (MCK) 0.4 $866k 5.0k 173.83
Mondelez Intl Cl A (MDLZ) 0.4 $857k 15k 58.49
Chubb (CB) 0.4 $856k 5.6k 153.90
Astrazeneca Sponsored Adr (AZN) 0.4 $846k 17k 49.97
Motorola Solutions Com New (MSI) 0.4 $828k 4.9k 170.06
Pepsi (PEP) 0.4 $799k 5.4k 148.21
Ishares Tr Intl Devppty Etf (WPS) 0.3 $767k 22k 35.65
Verizon Communications (VZ) 0.3 $749k 13k 58.75
Ishares Min Vol Gbl Etf (ACWV) 0.3 $730k 7.5k 96.95
CVS Caremark Corporation (CVS) 0.3 $722k 11k 68.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $696k 2.00 348000.00
Paccar (PCAR) 0.3 $673k 7.8k 86.28
Aptiv SHS (APTV) 0.3 $665k 5.1k 130.32
Coca-Cola Company (KO) 0.3 $656k 12k 54.87
Marsh & McLennan Companies (MMC) 0.3 $635k 5.4k 116.92
Thomson Reuters Corp Com New 0.3 $609k 7.4k 81.84
Rydex Etf Trust Gug S&p Sc600 Pv 0.3 $599k 9.0k 66.54
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.3 $599k 132k 4.53
Johnson Ctls Intl SHS (JCI) 0.3 $587k 13k 46.58
Cme Group Com Cl A (CME) 0.3 $580k 3.2k 181.93
Sirius Xm Holdings (SIRI) 0.3 $574k 90k 6.37
Basf Se Adr (BASFY) 0.3 $567k 29k 19.69
Infosys Sponsored Adr (INFY) 0.2 $555k 33k 16.96
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $555k 8.1k 68.17
Costco Wholesale Corporation (COST) 0.2 $539k 1.4k 376.92
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $531k 11k 47.74
Sempra Energy (SRE) 0.2 $526k 4.1k 127.48
Orix Corp Sponsored Adr (IX) 0.2 $508k 6.6k 77.30
Bridgestone Corp Adr (BRDCY) 0.2 $505k 31k 16.40
Abb Sponsored Adr (ABBNY) 0.2 $505k 18k 27.94
Republic Services (RSG) 0.2 $502k 5.2k 96.26
Komatsu (KMTUY) 0.2 $487k 18k 27.67
Nidec Corporation Adr (NJDCY) 0.2 $474k 15k 31.68
Wisdomtree Tr Glb Ex Us Rl Est (WTRE) 0.2 $457k 18k 25.63
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.2 $444k 11k 41.60
Nice Sponsored Adr (NICE) 0.2 $428k 1.5k 283.26
Diageo P L C Spon Adr New (DEO) 0.2 $423k 2.7k 158.90
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $421k 3.0k 141.23
Merck & Co (MRK) 0.2 $411k 5.0k 81.86
Agilent Technologies Inc C ommon (A) 0.2 $403k 3.4k 118.53
Emerson Electric (EMR) 0.2 $402k 5.0k 80.27
Allianz Se Adr Unsponsored (ALIZY) 0.2 $393k 16k 24.67
Caterpillar (CAT) 0.2 $384k 2.1k 182.25
National Grid Sponsored Adr Ne (NGG) 0.2 $382k 6.5k 58.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $371k 4.3k 86.44
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $365k 9.5k 38.59
Aon Shs Cl A 0.2 $361k 1.7k 210.99
Ericsson Adr B Sek 10 (ERIC) 0.2 $356k 30k 11.94
International Business Machines (IBM) 0.2 $351k 2.8k 125.72
SYSCO Corporation (SYY) 0.2 $342k 4.6k 74.23
Ritchie Bros. Auctioneers Inco 0.2 $341k 4.9k 69.59
Marine Harvest ASA Adr 0.1 $334k 15k 22.12
Fidelity National Information Services (FIS) 0.1 $333k 2.4k 141.28
Imperial Oil Com New (IMO) 0.1 $329k 17k 19.05
Broadcom (AVGO) 0.1 $329k 751.00 438.08
British Amern Tob Sponsored Adr (BTI) 0.1 $326k 8.7k 37.52
Liberty Media Corp Delaware Com C Siriusxm 0.1 $318k 7.3k 43.56
D.R. Horton (DHI) 0.1 $317k 4.6k 68.99
United Parcel Service CL B (UPS) 0.1 $308k 1.8k 168.31
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $300k 1.9k 158.48
Capital One Financial (COF) 0.1 $291k 2.9k 99.01
Vipshop Holdings Sponsored Ads A (VIPS) 0.1 $280k 9.9k 28.15
Smith & Nephew Group Spdn Adr New (SNN) 0.1 $275k 6.5k 42.19
AFLAC Incorporated (AFL) 0.1 $273k 6.1k 44.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $271k 3.3k 81.28
Powershares Db Multi-sector Precious Metal (DBP) 0.1 $270k 5.1k 52.85
Magna Intl Inc cl a (MGA) 0.1 $269k 3.8k 70.79
Oracle Corporation (ORCL) 0.1 $266k 4.1k 64.67
Te Connectivity Reg Shs (TEL) 0.1 $266k 2.2k 120.91
Viacomcbs CL B (PARA) 0.1 $246k 6.6k 37.27
Mr Cooper Group (COOP) 0.1 $243k 7.8k 31.03
Charles Schwab Corporation (SCHW) 0.1 $239k 4.5k 52.99
Rio Tinto Sponsored Adr (RIO) 0.1 $238k 3.2k 75.27
Wipro (WIT) 0.1 $233k 41k 5.66
Ambev Sa Sponsored Adr (ABEV) 0.1 $230k 75k 3.07
Kimberly-Clark Corporation (KMB) 0.1 $230k 1.7k 134.82
Keysight Technologies (KEYS) 0.1 $225k 1.7k 132.35
Public Storage (PSA) 0.1 $224k 969.00 231.17
Thermo Fisher Scientific (TMO) 0.1 $223k 479.00 465.55
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $216k 4.2k 51.43
Netease Sponsored Ads (NTES) 0.1 $216k 2.3k 95.79
Alcon Ord Shs (ALC) 0.1 $213k 3.2k 66.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $208k 555.00 374.77
At&t (T) 0.1 $207k 7.2k 28.75
Texas Instruments Incorporated (TXN) 0.1 $206k 1.3k 164.01
Philip Morris International (PM) 0.1 $201k 2.4k 82.68
Sun Hung Kai Properties Adr (SUHJY) 0.1 $201k 16k 12.80
C K Hutchison Holdin F Adr 1 Adr Reps 1 Ord (CKHUY) 0.1 $141k 20k 6.98
Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) 0.1 $116k 17k 6.97
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $104k 18k 5.86
Companhia Siderurgica Nacion Sponsored Adr (SID) 0.0 $100k 17k 5.95