Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of March 31, 2022

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 170 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $20M 113k 174.61
Alphabet Inc Com Cl C Com Cl C (GOOG) 5.0 $14M 5.1k 2792.85
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 4.9 $14M 181k 77.57
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.7 $13M 220k 61.03
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.3 $12M 172k 72.14
Ishares Trust Global Reit Etf Global Reit Etf (REET) 4.1 $12M 403k 29.21
Alphabet Inc Com Cl A Com Cl A (GOOGL) 3.0 $8.6M 3.1k 2781.16
Microsoft Corporation (MSFT) 2.9 $8.2M 27k 308.31
UnitedHealth (UNH) 2.7 $7.8M 15k 509.93
Visa Inc Com Cl A Com Cl A (V) 1.8 $5.3M 24k 221.73
Home Depot (HD) 1.8 $5.0M 17k 299.33
Novo Nordisk A/s Adr Sponsored (NVO) 1.7 $4.7M 43k 111.04
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.4 $4.1M 26k 157.70
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.4 $4.0M 15k 272.32
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.3 $3.6M 35k 104.24
Nike Inc Com Cl B Com Cl B (NKE) 1.2 $3.5M 26k 134.53
Cigna Corp (CI) 1.1 $3.0M 13k 239.53
Anthem (ELV) 1.0 $3.0M 6.0k 491.21
Accenture (ACN) 1.0 $2.7M 8.1k 337.17
McDonald's Corporation (MCD) 0.9 $2.5M 10k 247.21
Comcast Corp Com Cl A Com Cl A (CMCSA) 0.9 $2.5M 54k 46.81
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.9 $2.5M 7.1k 352.85
Archer Daniels Midland Company (ADM) 0.9 $2.5M 28k 90.26
Cgi Inc Com Cl A Com Cl A (GIB) 0.8 $2.3M 29k 79.80
Canadian Natl Ry (CNI) 0.8 $2.3M 17k 134.12
Amgen (AMGN) 0.8 $2.2M 9.2k 241.80
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.8 $2.2M 20k 108.34
Wal-Mart Stores (WMT) 0.8 $2.2M 15k 148.89
Paypal Holdings (PYPL) 0.8 $2.2M 19k 115.64
Relx Adr Sponsored (RELX) 0.7 $2.1M 69k 31.09
Southern Copper Corporation (SCCO) 0.7 $2.1M 28k 75.88
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 0.7 $2.1M 15k 142.57
Cme (CME) 0.7 $2.1M 8.7k 237.80
Tc Energy Corp (TRP) 0.7 $2.0M 36k 56.39
Cisco Systems (CSCO) 0.7 $1.9M 33k 55.76
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.6 $1.8M 5.2k 357.24
Amazon (AMZN) 0.6 $1.8M 564.00 3258.87
Genmab As Adr Sponsored (GMAB) 0.6 $1.8M 50k 36.17
Rogers Communications Inc Com Cl B Com Cl B (RCI) 0.6 $1.8M 31k 56.74
Zynga Inc Com Cl A Com Cl A 0.6 $1.7M 186k 9.24
Nice Adr Sponsored (NICE) 0.6 $1.7M 7.8k 218.94
Walt Disney Company (DIS) 0.6 $1.7M 12k 137.10
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.6 $1.6M 8.9k 180.21
Intercontinental Exchange (ICE) 0.6 $1.6M 12k 132.06
Novartis Adr Sponsored (NVS) 0.5 $1.5M 17k 87.71
McKesson Corporation (MCK) 0.5 $1.5M 5.0k 306.10
PNC Financial Services (PNC) 0.5 $1.5M 8.3k 184.37
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.5 $1.5M 51k 29.11
Unilever Adr Sponsored (UL) 0.5 $1.5M 32k 45.56
Intel Corporation (INTC) 0.5 $1.5M 30k 49.54
Raytheon Technologies Corp (RTX) 0.5 $1.4M 15k 99.06
FedEx Corporation (FDX) 0.5 $1.4M 6.2k 231.35
TJX Companies (TJX) 0.5 $1.4M 23k 60.57
Industries N shs - a - (LYB) 0.5 $1.4M 14k 102.75
Brookfield Asset Mgmt Inc Com Cl A Com Cl A 0.5 $1.4M 25k 56.55
Northrop Grumman Corporation (NOC) 0.5 $1.4M 3.1k 447.02
Asml Holding Nv Adr Sponsored (ASML) 0.5 $1.4M 2.0k 667.49
Paccar (PCAR) 0.4 $1.3M 15k 88.01
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $1.3M 23k 54.01
Micron Technology (MU) 0.4 $1.2M 16k 77.86
Lockheed Martin Corporation (LMT) 0.4 $1.2M 2.8k 441.31
Union Pacific Corporation (UNP) 0.4 $1.2M 4.4k 273.06
Automatic Data Processing (ADP) 0.4 $1.2M 5.2k 227.43
Chubb (CB) 0.4 $1.2M 5.6k 213.87
Costco Wholesale Corporation (COST) 0.4 $1.2M 2.1k 575.52
Motorola Solutions (MSI) 0.4 $1.2M 4.9k 242.14
Target Corporation (TGT) 0.4 $1.1M 5.4k 212.06
Astrazeneca Adr Sponsored (AZN) 0.4 $1.1M 17k 66.33
CVS Caremark Corporation (CVS) 0.4 $1.1M 11k 101.19
eBay (EBAY) 0.4 $1.1M 19k 57.23
Sempra Energy (SRE) 0.4 $1.1M 6.4k 168.04
Procter & Gamble Company (PG) 0.4 $1.1M 7.0k 152.76
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.4 $1.1M 10k 104.78
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.4 $1.1M 2.00 528500.00
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.4 $1.0M 12k 85.54
AFLAC Incorporated (AFL) 0.4 $1.0M 16k 64.33
Marsh & McLennan Companies (MMC) 0.3 $984k 5.8k 170.30
Fiserv (FI) 0.3 $958k 9.5k 101.38
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.3 $943k 15k 62.77
Sap Se Adr Sponsored (SAP) 0.3 $912k 8.2k 110.91
Pepsi (PEP) 0.3 $902k 5.4k 167.32
Illinois Tool Works (ITW) 0.3 $893k 4.3k 209.28
Infosys Adr Sponsored (INFY) 0.3 $881k 35k 24.89
Equity Residential Sbi Usd0.01 Sbi Usd0.01 (EQR) 0.3 $873k 9.7k 89.82
Coca-Cola Company (KO) 0.3 $871k 14k 61.98
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $853k 8.8k 96.70
Imperial Oil (IMO) 0.3 $834k 17k 48.30
Johnson Controls International Plc equity (JCI) 0.3 $826k 13k 65.54
Thomson Reuters Corp 0.3 $809k 7.4k 108.72
Activision Blizzard 0.3 $800k 10k 80.10
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.3 $761k 22k 35.37
3M Company (MMM) 0.3 $726k 4.9k 148.77
Meta Platforms Inc Com Cl A Com Cl A (META) 0.3 $715k 3.2k 222.33
Republic Services (RSG) 0.2 $690k 5.2k 132.31
Verizon Communications (VZ) 0.2 $666k 13k 50.89
Orix Corporation Adr Sponsored (IX) 0.2 $656k 6.6k 99.82
Sanofi Adr Sponsored (SNY) 0.2 $641k 13k 51.28
Coca-cola Femsa S.a.b. De C.v Adr Sponsored (KOF) 0.2 $626k 11k 54.93
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $625k 79k 7.90
Delphi Automotive Inc international (APTV) 0.2 $610k 5.1k 119.54
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $605k 8.8k 68.58
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.2 $604k 7.3k 83.24
Sirius Xm Holdings 0.2 $596k 90k 6.61
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.2 $595k 31k 19.32
Broadcom (AVGO) 0.2 $586k 931.00 629.43
Abb Adr Sponsored (ABBNY) 0.2 $584k 18k 32.31
National Grid Adr Sponsored (NGG) 0.2 $568k 7.4k 76.80
Aon Com Cl A (AON) 0.2 $557k 1.7k 325.54
Wipro Adr Sponsored (WIT) 0.2 $546k 71k 7.71
Diageo Adr Sponsored (DEO) 0.2 $533k 2.6k 202.82
Caterpillar (CAT) 0.2 $510k 2.3k 222.51
Wisdomtree Trust Emg Mkts Smcap Etf Emg Mkts Smcap Etf (DGS) 0.2 $504k 9.5k 53.21
Vanguard Div App Etf Div App Etf (VIG) 0.2 $503k 3.1k 162.15
British American Tobacco Adr Sponsored (BTI) 0.2 $500k 12k 42.11
Emerson Electric (EMR) 0.2 $491k 5.0k 98.04
Waste Management (WM) 0.2 $462k 2.9k 158.27
Shell Adr Sponsored (SHEL) 0.2 $453k 8.3k 54.88
Agilent Technologies Inc C ommon (A) 0.2 $452k 3.4k 132.32
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.2 $429k 952.00 450.63
Komatsu Adr Sponsored (KMTUY) 0.1 $422k 18k 23.98
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $420k 9.5k 44.40
Merck & Co (MRK) 0.1 $411k 5.0k 81.86
Basf Se Adr Sponsored (BASFY) 0.1 $408k 29k 14.17
Mowi Asa Adr Sponsored (MHGVY) 0.1 $406k 15k 26.89
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $403k 1.9k 214.13
International Business Machines (IBM) 0.1 $392k 3.0k 129.72
Capital One Financial (COF) 0.1 $385k 2.9k 131.00
Charles Schwab Corporation (SCHW) 0.1 $382k 4.5k 84.12
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $378k 969.00 390.09
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $378k 16k 23.73
SYSCO Corporation (SYY) 0.1 $376k 4.6k 81.61
Euronav Sa (CMBT) 0.1 $363k 34k 10.54
Mr Cooper Group (COOP) 0.1 $357k 7.8k 45.58
Omni (OMC) 0.1 $352k 4.2k 84.80
Fresenius Medical Care Ag & Co Adr Sponsored (FMS) 0.1 $349k 10k 33.65
D.R. Horton (DHI) 0.1 $342k 4.6k 74.43
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $341k 3.3k 102.28
Oracle Corporation (ORCL) 0.1 $340k 4.1k 82.66
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $336k 811.00 414.30
Liberty Media Corp Delaware Com C Siriusxm 0.1 $333k 7.3k 45.62
America Movil Sab De Cv Adr Sponsored 0.1 $326k 15k 21.10
Thermo Fisher Scientific (TMO) 0.1 $325k 551.00 589.84
China Petroleum & Chemical Cor Adr Sponsored 0.1 $316k 6.4k 49.44
Wisdomtree Trust Glb Ex Us Rl Est Etf Glb Ex Us Rl Est Etf (WTRE) 0.1 $305k 13k 23.09
Rio Tinto Adr Sponsored (RIO) 0.1 $305k 3.8k 80.22
Nidec Corporation Adr Sponsored (NJDCY) 0.1 $296k 15k 19.78
Vipshop Hldgs Adr (VIPS) 0.1 $290k 32k 8.99
General Dynamics Corporation (GD) 0.1 $290k 1.2k 241.06
Ritchie Bros. Auctioneers Inco 0.1 $289k 4.9k 58.98
Te Connectivity Ltd for 0.1 $288k 2.2k 130.91
Keysight Technologies (KEYS) 0.1 $268k 1.7k 157.65
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $264k 4.5k 58.41
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $264k 5.1k 51.67
Liberty Broadband Cl C (LBRDK) 0.1 $256k 1.9k 135.24
Alcon (ALC) 0.1 $255k 3.2k 79.07
Danaher Corporation (DHR) 0.1 $255k 872.00 292.43
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $246k 6.0k 41.00
Magna Intl Inc cl a (MGA) 0.1 $244k 3.8k 64.21
Ericsson Adr Sponsored (ERIC) 0.1 $243k 27k 9.13
Kubota Corp Adr Sponsored (KUBTY) 0.1 $243k 2.6k 93.46
Ambev Sa Adr Sponsored (ABEV) 0.1 $242k 75k 3.23
Fidelity National Information Services (FIS) 0.1 $236k 2.4k 100.13
Texas Instruments Incorporated (TXN) 0.1 $230k 1.3k 183.12
Philip Morris International (PM) 0.1 $228k 2.4k 93.79
American Tower Corp Com Usd0.01 Com Usd0.01 (AMT) 0.1 $222k 885.00 250.85
AutoZone (AZO) 0.1 $222k 109.00 2036.70
Enbridge (ENB) 0.1 $220k 4.8k 46.03
Ultrapar Participacoes Sa Adr Sponsored (UGP) 0.1 $214k 71k 3.02
Netease Adr Sponsored (NTES) 0.1 $211k 2.4k 89.33
Cardinal Health (CAH) 0.1 $209k 3.7k 56.49