Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of March 31, 2021

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 170 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $14M 113k 122.15
Ishares Min Vol Emrg Mkt (EEMV) 4.7 $12M 188k 63.16
Ishares Tr Min Vol Usa Etf (USMV) 4.6 $12M 168k 69.19
Alphabet Class C (GOOG) 4.2 $11M 5.2k 2068.71
Ishares Tr Min Vol Eafe Etf (EFAV) 4.2 $11M 146k 72.99
Ishares Tr Global Reit Etf (REET) 3.7 $9.4M 369k 25.48
Alphabet Cap Stk Cl A (GOOGL) 2.5 $6.4M 3.1k 2062.42
Microsoft Corporation (MSFT) 2.5 $6.3M 27k 235.77
UnitedHealth (UNH) 2.3 $5.7M 15k 372.05
Home Depot (HD) 2.0 $5.1M 17k 305.28
Visa Com Cl A (V) 2.0 $5.1M 24k 211.74
Paypal Holdings (PYPL) 1.8 $4.6M 19k 242.86
Lauder Estee Cos Cl A (EL) 1.7 $4.3M 15k 290.84
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.6 $4.1M 35k 118.29
Rydex Etf Trust Gug S&p500 Eq Wt 1.5 $3.7M 26k 141.64
Nike CL B (NKE) 1.4 $3.5M 26k 132.88
CIGNA Corporation 1.2 $3.0M 13k 241.74
Comcast Corp Cl A (CMCSA) 1.2 $2.9M 55k 54.11
Novo-nordisk A S Adr (NVO) 1.1 $2.9M 43k 67.43
Groupe Cgi Cl A Sub Vtg 1.0 $2.4M 29k 83.24
Amgen (AMGN) 0.9 $2.3M 9.4k 248.83
McDonald's Corporation (MCD) 0.9 $2.3M 10k 224.11
Disney Walt Com Disney (DIS) 0.9 $2.3M 12k 184.53
Accenture Plc Ireland Shs Class A (ACN) 0.9 $2.2M 8.1k 276.21
Anthem (ELV) 0.9 $2.2M 6.0k 358.99
Ericsson Adr B Sek 10 (ERIC) 0.8 $2.0M 153k 13.18
Wal-Mart Stores (WMT) 0.8 $2.0M 15k 135.82
LVMH Moet Hennessy Louis Vuitton SE Adr (LVMUY) 0.8 $2.0M 15k 133.85
Intel Corporation (INTC) 0.8 $1.9M 30k 63.99
Zynga Cl A 0.8 $1.9M 186k 10.21
Canadian Natl Ry (CNI) 0.8 $1.9M 16k 116.00
Southern Copper Corporation (SCCO) 0.8 $1.9M 28k 67.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.8M 7.2k 255.51
Mastercard Incorporated Cl A (MA) 0.7 $1.8M 5.2k 356.06
Vanguard Index Fds Reit Etf (VNQ) 0.7 $1.8M 20k 91.84
Unilever Spon Adr New (UL) 0.7 $1.8M 32k 55.83
FedEx Corporation (FDX) 0.7 $1.8M 6.2k 284.02
Amazon (AMZN) 0.7 $1.7M 564.00 3093.97
British Amern Tob Sponsored Adr (BTI) 0.7 $1.7M 45k 38.73
Relx Sponsored Adr (RELX) 0.7 $1.7M 68k 25.16
Tc Energy Corp (TRP) 0.7 $1.7M 37k 45.74
Nice Sponsored Adr (NICE) 0.7 $1.7M 7.6k 217.94
Cisco Systems (CSCO) 0.7 $1.7M 32k 51.70
Cme Group Com Cl A (CME) 0.6 $1.6M 7.7k 204.22
Genmab A/s Sponsored Ads (GMAB) 0.6 $1.6M 48k 32.83
Vipshop Holdings Sponsored Ads A (VIPS) 0.6 $1.5M 52k 29.85
TJX Companies (TJX) 0.6 $1.5M 23k 66.14
Caterpillar (CAT) 0.6 $1.5M 6.5k 231.94
PNC Financial Services (PNC) 0.6 $1.4M 8.3k 175.41
Lyondellbasell Industries N Shs - A - (LYB) 0.6 $1.4M 14k 104.07
Novartis A G Sponsored Adr (NVS) 0.6 $1.4M 17k 85.47
Micron Technology (MU) 0.6 $1.4M 16k 88.24
Toyota Motor Corp Sp Adr Rep2com (TM) 0.5 $1.4M 8.7k 156.04
Intercontinental Exchange (ICE) 0.5 $1.3M 12k 111.71
Nippon Telegraph & Telephone Corp Adr (NTTYY) 0.5 $1.3M 52k 25.92
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.3M 2.0k 617.17
eBay (EBAY) 0.5 $1.2M 19k 61.24
Archer Daniels Midland Company (ADM) 0.5 $1.2M 21k 56.99
Fiserv (FI) 0.5 $1.1M 9.6k 119.06
Raytheon Technologies Corp (RTX) 0.4 $1.1M 15k 77.28
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.4 $1.1M 25k 44.51
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $1.1M 23k 47.21
Target Corporation (TGT) 0.4 $1.1M 5.4k 198.06
Sap Se Spon Adr (SAP) 0.4 $1.0M 8.3k 122.79
3M Company (MMM) 0.4 $1.0M 5.3k 192.71
Lockheed Martin Corporation (LMT) 0.4 $1.0M 2.7k 369.67
Northrop Grumman Corporation (NOC) 0.4 $993k 3.1k 323.77
McKesson Corporation (MCK) 0.4 $972k 5.0k 195.10
Procter & Gamble Company (PG) 0.4 $972k 7.2k 135.39
Ishares Min Vol Gbl Etf (ACWV) 0.4 $965k 9.8k 98.66
Automatic Data Processing (ADP) 0.4 $956k 5.1k 188.52
Union Pacific Corporation (UNP) 0.4 $950k 4.3k 220.37
Facebook Cl A (META) 0.4 $947k 3.2k 294.47
Activision Blizzard 0.4 $946k 10k 93.05
Illinois Tool Works (ITW) 0.4 $945k 4.3k 221.47
Verizon Communications (VZ) 0.4 $942k 16k 58.15
Motorola Solutions Com New (MSI) 0.4 $916k 4.9k 188.13
Chubb (CB) 0.3 $879k 5.6k 158.04
Sempra Energy (SRE) 0.3 $858k 6.5k 132.65
Mondelez Intl Cl A (MDLZ) 0.3 $850k 15k 58.51
Astrazeneca Sponsored Adr (AZN) 0.3 $842k 17k 49.73
CVS Caremark Corporation (CVS) 0.3 $815k 11k 75.26
Rydex Etf Trust Gug S&p Sc600 Pv 0.3 $796k 9.0k 88.42
Ishares Tr Intl Devppty Etf (WPS) 0.3 $779k 22k 36.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $771k 2.00 385500.00
Pepsi (PEP) 0.3 $763k 5.4k 141.53
China Petroleum & Chemical C Spon Adr H Shs 0.3 $760k 14k 52.71
Johnson Ctls Intl SHS (JCI) 0.3 $752k 13k 59.67
Paccar (PCAR) 0.3 $725k 7.8k 92.95
Aptiv SHS (APTV) 0.3 $704k 5.1k 137.96
Costco Wholesale Corporation (COST) 0.3 $698k 2.0k 352.53
Fastly Cl A (FSLY) 0.3 $674k 10k 67.27
Marsh & McLennan Companies (MMC) 0.3 $670k 5.5k 121.82
Thomson Reuters Corp Com New 0.3 $652k 7.4k 87.62
Coca-Cola Company (KO) 0.3 $630k 12k 52.69
AFLAC Incorporated (AFL) 0.2 $629k 12k 51.18
Bridgestone Corp Adr (BRDCY) 0.2 $627k 31k 20.36
Infosys Sponsored Adr (INFY) 0.2 $621k 33k 18.72
Basf Se Adr (BASFY) 0.2 $596k 29k 20.69
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $588k 8.1k 72.22
Orix Corp Sponsored Adr (IX) 0.2 $575k 6.8k 84.81
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $570k 11k 51.25
Abb Sponsored Adr (ABBNY) 0.2 $551k 18k 30.48
Komatsu (KMTUY) 0.2 $550k 18k 31.25
Sirius Xm Holdings 0.2 $549k 90k 6.09
Republic Services (RSG) 0.2 $518k 5.2k 99.33
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.2 $505k 132k 3.82
Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) 0.2 $497k 81k 6.10
Nidec Corporation Adr (NJDCY) 0.2 $458k 15k 30.61
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $456k 3.1k 147.00
Emerson Electric (EMR) 0.2 $452k 5.0k 90.26
Agilent Technologies Inc C ommon (A) 0.2 $432k 3.4k 127.06
Wisdomtree Tr Glb Ex Us Rl Est (WTRE) 0.2 $419k 16k 26.55
Imperial Oil Com New (IMO) 0.2 $417k 17k 24.15
D.R. Horton (DHI) 0.2 $410k 4.6k 89.23
Allianz Se Adr Unsponsored (ALIZY) 0.2 $407k 16k 25.55
Diageo P L C Spon Adr New (DEO) 0.2 $407k 2.5k 164.38
Aon Shs Cl A 0.2 $394k 1.7k 230.27
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) 0.2 $394k 11k 36.92
National Grid Sponsored Adr Ne (NGG) 0.2 $392k 6.6k 59.24
Merck & Co (MRK) 0.2 $387k 5.0k 77.08
Marine Harvest ASA Adr 0.1 $374k 15k 24.77
Capital One Financial (COF) 0.1 $374k 2.9k 127.25
International Business Machines (IBM) 0.1 $372k 2.8k 133.24
Chunghwa Telecom Spon Adr New11 (CHT) 0.1 $370k 9.5k 39.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $370k 4.3k 86.21
SYSCO Corporation (SYY) 0.1 $363k 4.6k 78.79
Wipro (WIT) 0.1 $355k 56k 6.34
Broadcom (AVGO) 0.1 $348k 751.00 463.38
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $336k 3.3k 100.78
Magna Intl Inc cl a (MGA) 0.1 $335k 3.8k 88.16
Fidelity National Information Services (FIS) 0.1 $331k 2.4k 140.43
Liberty Media Corp Delaware Com C Siriusxm 0.1 $322k 7.3k 44.11
United Parcel Service CL B (UPS) 0.1 $319k 1.9k 169.77
Kimberly-Clark Corporation (KMB) 0.1 $302k 2.2k 138.85
Viacomcbs CL B (PARA) 0.1 $298k 6.6k 45.15
Charles Schwab Corporation (SCHW) 0.1 $294k 4.5k 65.19
Oracle Corporation (ORCL) 0.1 $289k 4.1k 70.27
Waste Management (WM) 0.1 $287k 2.2k 129.10
Ritchie Bros. Auctioneers Inco 0.1 $287k 4.9k 58.57
Te Connectivity Reg Shs 0.1 $284k 2.2k 129.09
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $284k 1.9k 150.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $275k 694.00 396.25
Royal Dutch Shell Spons Adr A 0.1 $272k 6.9k 39.16
Mr Cooper Group (COOP) 0.1 $272k 7.8k 34.73
Smith & Nephew Group Spdn Adr New (SNN) 0.1 $266k 7.0k 37.89
Rio Tinto Sponsored Adr (RIO) 0.1 $253k 3.3k 77.63
Keysight Technologies (KEYS) 0.1 $244k 1.7k 143.53
Powershares Db Multi-sector Precious Metal (DBP) 0.1 $242k 5.1k 47.37
Netease Sponsored Ads (NTES) 0.1 $240k 2.3k 103.05
Public Storage (PSA) 0.1 $239k 969.00 246.65
Sun Hung Kai Properties Adr (SUHJY) 0.1 $239k 16k 15.22
Texas Instruments Incorporated (TXN) 0.1 $237k 1.3k 188.69
Thermo Fisher Scientific (TMO) 0.1 $227k 497.00 456.74
Alcon Ord Shs (ALC) 0.1 $226k 3.2k 70.08
Cardinal Health (CAH) 0.1 $225k 3.7k 60.81
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.1 $220k 3.9k 56.95
At&t (T) 0.1 $218k 7.2k 30.28
General Dynamics Corporation (GD) 0.1 $218k 1.2k 181.21
Posco Sponsored Adr (PKX) 0.1 $216k 3.0k 72.29
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $216k 4.2k 51.43
Philip Morris International (PM) 0.1 $216k 2.4k 88.85
American Tower Reit (AMT) 0.1 $210k 877.00 239.45
Stanley Black & Decker (SWK) 0.1 $209k 1.0k 199.24
Cabot Oil & Gas Corporation (CTRA) 0.1 $208k 11k 18.80
Ambev Sa Sponsored Adr (ABEV) 0.1 $206k 75k 2.75
America Movil Sab De Cv Spon Adr L Shs 0.1 $178k 13k 13.59
Ck Hutchison Hldgs ? (CKHUY) 0.1 $161k 20k 7.97
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $137k 18k 7.72
Companhia Siderurgica Nacion Sponsored Adr (SID) 0.0 $113k 17k 6.73