Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Sept. 30, 2021

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 174 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $16M 113k 141.50
Alphabet Inc Com Cl C Com Cl C (GOOG) 5.0 $14M 5.1k 2665.24
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 4.8 $13M 178k 73.50
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.6 $13M 201k 62.67
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.3 $12M 159k 75.34
Ishares Trust Global Reit Etf Global Reit Etf (REET) 3.9 $11M 391k 27.41
Alphabet Inc Com Cl A Com Cl A (GOOGL) 3.0 $8.3M 3.1k 2673.35
Microsoft Corporation (MSFT) 2.7 $7.5M 27k 281.90
UnitedHealth (UNH) 2.2 $6.0M 15k 390.71
Home Depot (HD) 2.0 $5.5M 17k 328.23
Visa Inc Com Cl A Com Cl A (V) 1.9 $5.3M 24k 222.72
Paypal Holdings (PYPL) 1.8 $4.9M 19k 260.20
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.6 $4.4M 15k 299.92
Novo Nordisk A/s Adr Sponsored (NVO) 1.5 $4.1M 43k 95.99
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.4 $3.9M 35k 111.63
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.4 $3.9M 26k 149.78
Nike Inc Com Cl B Com Cl B (NKE) 1.4 $3.8M 26k 145.22
Comcast Corp Com Cl A Com Cl A (CMCSA) 1.1 $3.0M 55k 55.93
Accenture (ACN) 0.9 $2.6M 8.1k 319.86
McDonald's Corporation (MCD) 0.9 $2.5M 11k 241.07
Cigna Corp (CI) 0.9 $2.5M 13k 200.14
Cgi Inc Com Cl A Com Cl A (GIB) 0.9 $2.5M 29k 84.75
Anthem (ELV) 0.8 $2.2M 6.0k 372.76
Nice Adr Sponsored (NICE) 0.8 $2.2M 7.8k 283.92
Genmab As Adr Sponsored (GMAB) 0.8 $2.2M 50k 43.70
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 0.8 $2.1M 15k 143.24
Walt Disney Company (DIS) 0.8 $2.1M 12k 169.14
Wal-Mart Stores (WMT) 0.8 $2.1M 15k 139.34
Relx Adr Sponsored (RELX) 0.7 $2.0M 70k 28.85
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.7 $2.0M 7.3k 272.81
Canadian Natl Ry (CNI) 0.7 $2.0M 17k 115.63
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.7 $2.0M 19k 101.77
Amgen (AMGN) 0.7 $2.0M 9.2k 212.58
Amazon (AMZN) 0.7 $1.9M 564.00 3283.69
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.7 $1.8M 5.2k 347.54
Cisco Systems (CSCO) 0.6 $1.8M 33k 54.41
Unilever Adr Sponsored (UL) 0.6 $1.8M 33k 54.19
Tc Energy Corp (TRP) 0.6 $1.7M 36k 48.09
Ericsson Adr Sponsored (ERIC) 0.6 $1.7M 151k 11.20
Archer Daniels Midland Company (ADM) 0.6 $1.7M 28k 59.99
Intel Corporation (INTC) 0.6 $1.6M 31k 53.26
PNC Financial Services (PNC) 0.6 $1.6M 8.3k 195.64
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.6 $1.6M 9.1k 177.72
Cme (CME) 0.6 $1.6M 8.2k 193.29
British American Tobacco Adr Sponsored (BTI) 0.6 $1.6M 45k 35.28
Southern Copper Corporation (SCCO) 0.6 $1.6M 28k 56.13
TJX Companies (TJX) 0.6 $1.5M 23k 65.97
Asml Holding Nv Adr Sponsored (ASML) 0.5 $1.5M 2.0k 744.94
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.5 $1.4M 51k 27.76
Zynga Inc Com Cl A Com Cl A 0.5 $1.4M 186k 7.53
Intercontinental Exchange (ICE) 0.5 $1.4M 12k 114.77
FedEx Corporation (FDX) 0.5 $1.4M 6.2k 219.18
Novartis Adr Sponsored (NVS) 0.5 $1.4M 17k 81.75
eBay (EBAY) 0.5 $1.3M 19k 69.67
Brookfield Asset Mgmt Inc Com Cl A Com Cl A 0.5 $1.3M 25k 53.48
Industries N shs - a - (LYB) 0.5 $1.3M 14k 93.82
Raytheon Technologies Corp (RTX) 0.5 $1.3M 15k 85.91
Target Corporation (TGT) 0.4 $1.2M 5.4k 228.67
Caterpillar (CAT) 0.4 $1.2M 6.2k 191.89
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $1.2M 23k 51.04
Paccar (PCAR) 0.4 $1.1M 14k 78.90
Motorola Solutions (MSI) 0.4 $1.1M 4.9k 232.29
Micron Technology (MU) 0.4 $1.1M 16k 70.94
Sap Se Adr Sponsored (SAP) 0.4 $1.1M 8.3k 134.95
Northrop Grumman Corporation (NOC) 0.4 $1.1M 3.1k 359.96
Facebook Inc Com Cl A Com Cl A (META) 0.4 $1.1M 3.2k 339.24
Smith & Nephew Adr Sponsored (SNN) 0.4 $1.1M 31k 34.33
Automatic Data Processing (ADP) 0.4 $1.0M 5.2k 199.73
Fiserv (FI) 0.4 $1.0M 9.6k 108.48
Wipro Adr Sponsored (WIT) 0.4 $1.0M 117k 8.83
Astrazeneca Adr Sponsored (AZN) 0.4 $1.0M 17k 60.01
Procter & Gamble Company (PG) 0.4 $1.0M 7.2k 139.73
McKesson Corporation (MCK) 0.4 $993k 5.0k 199.32
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.4 $992k 9.7k 102.68
Lockheed Martin Corporation (LMT) 0.4 $970k 2.8k 344.83
Chubb (CB) 0.4 $964k 5.6k 173.32
CVS Caremark Corporation (CVS) 0.3 $949k 11k 84.79
3M Company (MMM) 0.3 $947k 5.4k 175.24
Costco Wholesale Corporation (COST) 0.3 $938k 2.1k 449.02
Verizon Communications (VZ) 0.3 $897k 17k 54.00
Marsh & McLennan Companies (MMC) 0.3 $892k 5.9k 151.42
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.3 $888k 15k 58.17
Illinois Tool Works (ITW) 0.3 $881k 4.3k 206.47
Johnson Controls International Plc equity (JCI) 0.3 $858k 13k 68.08
Union Pacific Corporation (UNP) 0.3 $854k 4.4k 195.96
Sempra Energy (SRE) 0.3 $846k 6.7k 126.48
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $836k 9.0k 92.87
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.3 $822k 2.00 411000.00
Thomson Reuters Corp 0.3 $822k 7.4k 110.47
AFLAC Incorporated (AFL) 0.3 $814k 16k 52.10
Infosys Adr Sponsored (INFY) 0.3 $814k 37k 22.23
Pepsi (PEP) 0.3 $810k 5.4k 150.25
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.3 $796k 22k 37.00
Activision Blizzard 0.3 $786k 10k 77.31
Delphi Automotive Inc international (APTV) 0.3 $760k 5.1k 148.93
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.3 $730k 31k 23.70
Coca-Cola Company (KO) 0.2 $654k 13k 52.45
Orix Corporation Adr Sponsored (IX) 0.2 $640k 6.8k 94.40
Sanofi Adr Sponsored (SNY) 0.2 $639k 13k 48.20
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.2 $627k 12k 53.67
Republic Services (RSG) 0.2 $626k 5.2k 120.04
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $604k 8.1k 74.18
Abb Adr Sponsored (ABBNY) 0.2 $602k 18k 33.31
Kimberly-Clark Corporation (KMB) 0.2 $595k 4.5k 132.22
Wisdomtree Trust Emg Mkts Smcap Etf Emg Mkts Smcap Etf (DGS) 0.2 $594k 11k 53.41
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $578k 81k 7.10
Sirius Xm Holdings (SIRI) 0.2 $549k 90k 6.09
Basf Se Adr Sponsored (BASFY) 0.2 $548k 29k 19.03
Imperial Oil (IMO) 0.2 $544k 17k 31.51
Agilent Technologies Inc C ommon (A) 0.2 $535k 3.4k 157.35
Diageo Adr Sponsored (DEO) 0.2 $529k 2.7k 192.71
Aon Com Cl A (AON) 0.2 $488k 1.7k 285.21
Capital One Financial (COF) 0.2 $476k 2.9k 161.96
Vanguard Div App Etf Div App Etf (VIG) 0.2 $476k 3.1k 153.45
Emerson Electric (EMR) 0.2 $471k 5.0k 94.05
Waste Management (WM) 0.2 $454k 3.0k 149.10
Komatsu Adr Sponsored (KMTUY) 0.2 $422k 18k 23.98
Nidec Corporation Adr Sponsored (NJDCY) 0.2 $416k 15k 27.80
National Grid Adr Sponsored (NGG) 0.2 $415k 7.0k 59.58
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.1 $408k 952.00 428.57
Fastly Inc Com Cl A Com Cl A (FSLY) 0.1 $405k 10k 40.42
Omni (OMC) 0.1 $403k 5.6k 72.31
Wisdomtree Trust Glb Ex Us Rl Est Etf Glb Ex Us Rl Est Etf (WTRE) 0.1 $393k 16k 24.90
Broadcom (AVGO) 0.1 $391k 808.00 483.91
International Business Machines (IBM) 0.1 $387k 2.8k 138.61
D.R. Horton (DHI) 0.1 $385k 4.6k 83.79
Mowi Asa Adr Sponsored (MHGVY) 0.1 $382k 15k 25.30
Merck & Co (MRK) 0.1 $377k 5.0k 75.08
Fresenius Medical Care Ag & Co Adr Sponsored (FMS) 0.1 $373k 11k 34.95
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $371k 9.5k 39.22
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.1 $369k 4.3k 85.97
SYSCO Corporation (SYY) 0.1 $361k 4.6k 78.36
Oracle Corporation (ORCL) 0.1 $358k 4.1k 87.04
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $357k 16k 22.41
Liberty Media Corp Delaware Com C Siriusxm 0.1 $346k 7.3k 47.40
Thermo Fisher Scientific (TMO) 0.1 $342k 599.00 570.95
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $342k 1.9k 182.01
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $335k 3.3k 100.48
Charles Schwab Corporation (SCHW) 0.1 $328k 4.5k 72.73
Liberty Broadband Cl C (LBRDK) 0.1 $326k 1.9k 172.21
Mr Cooper Group (COOP) 0.1 $322k 7.8k 41.11
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $319k 811.00 393.34
Royal Dutch Shell Adr Sponsored 0.1 $309k 6.9k 44.49
Ritchie Bros. Auctioneers Inco 0.1 $302k 4.9k 61.63
Te Connectivity Ltd for (TEL) 0.1 $301k 2.2k 136.82
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $287k 969.00 296.18
Fidelity National Information Services (FIS) 0.1 $286k 2.4k 121.34
Magna Intl Inc cl a (MGA) 0.1 $285k 3.8k 75.00
American Tower Corp Com Usd0.01 Com Usd0.01 (AMT) 0.1 $284k 1.1k 264.93
Keysight Technologies (KEYS) 0.1 $279k 1.7k 164.12
Kubota Corp Adr Sponsored (KUBTY) 0.1 $276k 2.6k 106.15
Viacomcbs Inc Com Cl B Com Cl B (PARA) 0.1 $260k 6.6k 39.39
Alcon (ALC) 0.1 $259k 3.2k 80.31
Danaher Corporation (DHR) 0.1 $258k 849.00 303.89
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $243k 4.5k 53.76
Texas Instruments Incorporated (TXN) 0.1 $241k 1.3k 191.88
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $240k 5.1k 46.98
General Dynamics Corporation (GD) 0.1 $235k 1.2k 195.34
Euronav Sa (EURN) 0.1 $232k 24k 9.74
Dell Technologies Inc Com Cl C Com Cl C (DELL) 0.1 $232k 2.2k 103.62
America Movil Sab De Cv Adr Sponsored 0.1 $231k 13k 17.63
Philip Morris International (PM) 0.1 $230k 2.4k 94.61
IDEXX Laboratories (IDXX) 0.1 $226k 364.00 620.88
Akzo Nobel Nv Adr Sponsored (AKZOY) 0.1 $222k 6.1k 36.20
Koninklijke Philips Nv Adr Sponsored (PHG) 0.1 $222k 5.0k 44.36
Manpower (MAN) 0.1 $216k 2.0k 108.00
Schwab Strategic Tr Sht Tm Us Tres Etf Sht Tm Us Tres Etf (SCHO) 0.1 $214k 4.2k 50.95
Rio Tinto Adr Sponsored (RIO) 0.1 $211k 3.2k 66.73
China Petroleum & Chemical Cor Adr Sponsored 0.1 $207k 4.2k 49.15
Ambev Sa Adr Sponsored (ABEV) 0.1 $207k 75k 2.76
Posco Adr Sponsored (PKX) 0.1 $206k 3.0k 68.94
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $204k 6.0k 34.00
AutoZone (AZO) 0.1 $202k 119.00 1697.48
Netease Adr Sponsored (NTES) 0.1 $201k 2.4k 85.39