Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of March 31, 2023

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 174 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $18M 111k 164.89
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 4.8 $13M 175k 72.74
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.5 $12M 217k 54.57
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.3 $11M 168k 67.65
Alphabet Inc Com Cl C Com Cl C (GOOG) 3.9 $11M 101k 103.99
Ishares Trust Global Reit Etf Global Reit Etf (REET) 3.6 $9.6M 418k 22.93
Microsoft Corporation (MSFT) 2.9 $7.6M 27k 288.29
UnitedHealth (UNH) 2.7 $7.2M 15k 472.53
Novo Nordisk A/s Adr Sponsored (NVO) 2.6 $6.9M 43k 159.14
Alphabet Inc Com Cl A Com Cl A (GOOGL) 2.4 $6.4M 62k 103.72
Visa Inc Com Cl A Com Cl A (V) 2.0 $5.3M 24k 225.44
Home Depot (HD) 1.9 $5.0M 17k 295.09
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.4 $3.8M 26k 144.59
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.4 $3.6M 15k 246.41
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.2 $3.3M 35k 92.99
Cigna Corp (CI) 1.2 $3.2M 13k 255.46
Nike Inc Com Cl B Com Cl B (NKE) 1.2 $3.2M 26k 122.62
McDonald's Corporation (MCD) 1.1 $2.9M 10k 279.56
Cgi Inc Com Cl A Com Cl A (GIB) 1.1 $2.8M 29k 96.24
Anthem (ELV) 1.0 $2.8M 6.0k 459.78
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 1.0 $2.7M 15k 183.72
Relx Adr Sponsored (RELX) 0.9 $2.4M 74k 32.44
Accenture (ACN) 0.9 $2.3M 8.1k 285.73
Amgen (AMGN) 0.8 $2.2M 9.2k 241.69
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.8 $2.2M 7.1k 308.71
Vipshop Hldgs Adr (VIPS) 0.8 $2.2M 144k 15.17
Wal-Mart Stores (WMT) 0.8 $2.2M 15k 147.43
Canadian Natl Ry (CNI) 0.8 $2.2M 18k 117.96
Southern Copper Corporation (SCCO) 0.8 $2.1M 28k 76.24
Archer Daniels Midland Company (ADM) 0.8 $2.1M 26k 79.62
Comcast Corp Com Cl A Com Cl A (CMCSA) 0.8 $2.0M 53k 37.90
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.7 $1.9M 5.2k 363.23
TJX Companies (TJX) 0.7 $1.8M 23k 78.35
McKesson Corporation (MCK) 0.7 $1.8M 5.0k 355.88
Unilever Adr Sponsored (UL) 0.6 $1.7M 33k 51.91
Cisco Systems (CSCO) 0.6 $1.7M 32k 52.25
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.6 $1.6M 19k 83.01
Willis Towers Watson (WTW) 0.6 $1.6M 6.7k 232.26
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.6 $1.5M 51k 29.95
Shell Adr Sponsored (SHEL) 0.6 $1.5M 27k 57.51
Nice Adr Sponsored (NICE) 0.6 $1.5M 6.7k 228.80
Novartis Adr Sponsored (NVS) 0.6 $1.5M 16k 91.99
Ferrari Nv Ord (RACE) 0.6 $1.5M 5.4k 270.81
Cme (CME) 0.5 $1.5M 7.6k 191.48
Paypal Holdings (PYPL) 0.5 $1.4M 19k 75.90
Raytheon Technologies Corp (RTX) 0.5 $1.4M 15k 97.87
FedEx Corporation (FDX) 0.5 $1.4M 6.2k 228.47
Northrop Grumman Corporation (NOC) 0.5 $1.4M 3.1k 461.44
Motorola Solutions (MSI) 0.5 $1.4M 4.9k 286.10
Paccar (PCAR) 0.5 $1.4M 19k 73.18
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.5 $1.3M 9.3k 141.59
Asml Holding Nv Adr Sponsored (ASML) 0.5 $1.3M 1.9k 680.50
Lockheed Martin Corporation (LMT) 0.5 $1.3M 2.7k 472.70
Industries N shs - a - (LYB) 0.5 $1.3M 14k 93.82
Intercontinental Exchange (ICE) 0.5 $1.3M 12k 104.26
Ritchie Bros. Auctioneers Inco 0.5 $1.2M 22k 56.27
Silicon Motion Technology Corp Adr (SIMO) 0.5 $1.2M 19k 65.51
Walt Disney Company (DIS) 0.5 $1.2M 12k 100.12
Astrazeneca Adr Sponsored (AZN) 0.4 $1.2M 17k 69.40
Amazon (AMZN) 0.4 $1.2M 11k 103.28
Automatic Data Processing (ADP) 0.4 $1.2M 5.2k 222.60
National Grid Adr Sponsored (NGG) 0.4 $1.1M 17k 67.98
Chubb (CB) 0.4 $1.1M 5.5k 194.04
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.4 $1.1M 11k 96.67
Fiserv (FI) 0.4 $1.1M 9.5k 113.02
PNC Financial Services (PNC) 0.4 $1.0M 8.3k 127.07
Procter & Gamble Company (PG) 0.4 $1.0M 7.0k 148.66
Illinois Tool Works (ITW) 0.4 $1.0M 4.3k 243.26
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.4 $1.0M 15k 69.68
Pepsi (PEP) 0.4 $982k 5.4k 182.16
Sempra Energy (SRE) 0.4 $974k 6.4k 151.12
Thomson Reuters Corp 0.4 $968k 7.4k 130.09
Micron Technology (MU) 0.4 $959k 16k 60.31
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $956k 23k 41.14
Marsh & McLennan Companies (MMC) 0.4 $951k 5.7k 166.52
Sap Se Adr Sponsored (SAP) 0.4 $933k 7.4k 126.51
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.3 $931k 2.00 465500.00
Coca-cola Femsa S.a.b. De C.v Adr Sponsored (KOF) 0.3 $923k 12k 80.41
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.3 $922k 11k 80.99
Costco Wholesale Corporation (COST) 0.3 $916k 1.8k 496.48
Take-Two Interactive Software (TTWO) 0.3 $901k 7.6k 119.18
AFLAC Incorporated (AFL) 0.3 $897k 14k 64.48
Target Corporation (TGT) 0.3 $887k 5.4k 165.58
Imperial Oil (IMO) 0.3 $877k 17k 50.79
Activision Blizzard 0.3 $858k 10k 85.57
eBay (EBAY) 0.3 $852k 19k 44.33
Coca-Cola Company (KO) 0.3 $826k 13k 62.00
CVS Caremark Corporation (CVS) 0.3 $800k 11k 74.25
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $799k 8.8k 90.59
Union Pacific Corporation (UNP) 0.3 $796k 4.0k 201.06
Rogers Communications Inc Com Cl B Com Cl B (RCI) 0.3 $787k 17k 46.31
Diageo Adr Sponsored (DEO) 0.3 $770k 4.3k 180.96
Brookfield Corporation Com Cl A Com Cl A (BN) 0.3 $768k 24k 32.59
Johnson Controls International Plc equity (JCI) 0.3 $758k 13k 60.14
Infosys Adr Sponsored (INFY) 0.3 $748k 43k 17.43
Intel Corporation (INTC) 0.3 $717k 22k 32.64
Republic Services (RSG) 0.3 $705k 5.2k 135.19
Transportadora De Gas Del Sur Adr (TGS) 0.3 $685k 67k 10.23
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.2 $623k 31k 20.23
Abb Adr Sponsored (ABBNY) 0.2 $619k 18k 34.25
Euronav Sa (EURN) 0.2 $602k 36k 16.79
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.2 $578k 22k 26.87
Delphi Automotive Inc international (APTV) 0.2 $572k 5.1k 112.09
Aon Com Cl A (AON) 0.2 $539k 1.7k 315.02
Merck & Co (MRK) 0.2 $534k 5.0k 106.35
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $524k 79k 6.62
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.2 $521k 6.3k 82.09
Orix Corporation Adr Sponsored (IX) 0.2 $515k 6.3k 82.02
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $506k 3.9k 129.88
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $487k 8.0k 60.91
Broadcom (AVGO) 0.2 $482k 752.00 640.96
Vanguard Div App Etf Div App Etf (VIG) 0.2 $477k 3.1k 153.77
Telefonica Sa Adr Sponsored (TEF) 0.2 $474k 111k 4.27
Agilent Technologies Inc C ommon (A) 0.2 $470k 3.4k 138.24
America Movil Sab De Cv Adr Sponsored (AMX) 0.2 $464k 22k 21.01
Caterpillar (CAT) 0.2 $456k 2.0k 228.46
Waste Management (WM) 0.2 $452k 2.8k 162.94
D.R. Horton (DHI) 0.2 $448k 4.6k 97.50
Komatsu Adr Sponsored (KMTUY) 0.2 $437k 18k 24.83
Emerson Electric (EMR) 0.2 $436k 5.0k 87.06
British American Tobacco Adr Sponsored (BTI) 0.2 $422k 12k 35.11
International Business Machines (IBM) 0.1 $398k 3.0k 131.01
Biontech Se Adr (BNTX) 0.1 $392k 3.2k 124.44
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.1 $389k 952.00 408.61
Oracle Corporation (ORCL) 0.1 $382k 4.1k 92.88
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $380k 6.6k 57.96
West Fraser Timb (WFG) 0.1 $379k 5.3k 71.17
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $369k 9.5k 39.01
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $367k 16k 23.04
Basf Se Adr Sponsored (BASFY) 0.1 $366k 28k 13.07
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $364k 1.9k 193.72
SYSCO Corporation (SYY) 0.1 $355k 4.6k 77.06
Alcon (ALC) 0.1 $352k 5.0k 70.44
Wipro Adr Sponsored (WIT) 0.1 $336k 75k 4.48
Sirius Xm Holdings (SIRI) 0.1 $335k 85k 3.97
Mr Cooper Group (COOP) 0.1 $320k 7.8k 40.86
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $312k 3.3k 93.58
Thermo Fisher Scientific (TMO) 0.1 $306k 532.00 575.19
Rentokil Initial Adr Sponsored (RTO) 0.1 $305k 8.4k 36.45
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $304k 811.00 374.85
Netease Adr Sponsored (NTES) 0.1 $296k 3.3k 88.44
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $292k 969.00 301.34
Te Connectivity Ltd for (TEL) 0.1 $288k 2.2k 130.91
Open Text Corp (OTEX) 0.1 $285k 7.4k 38.42
Linde (LIN) 0.1 $284k 800.00 355.00
Smith & Nephew Adr Sponsored (SNN) 0.1 $284k 10k 27.88
Capital One Financial (COF) 0.1 $282k 2.9k 95.95
Cardinal Health (CAH) 0.1 $279k 3.7k 75.41
Vale Adr Sponsored (VALE) 0.1 $279k 18k 15.75
Mowi Asa Adr Sponsored (MHGVY) 0.1 $278k 15k 18.41
Baidu Adr (BIDU) 0.1 $277k 1.8k 150.38
Keysight Technologies (KEYS) 0.1 $274k 1.7k 161.18
General Dynamics Corporation (GD) 0.1 $274k 1.2k 227.76
Verizon Communications (VZ) 0.1 $272k 7.0k 38.81
AutoZone (AZO) 0.1 $267k 109.00 2449.54
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $255k 5.0k 51.00
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $248k 4.5k 54.87
Garmin (GRMN) 0.1 $244k 2.4k 100.58
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $238k 6.0k 39.67
Charles Schwab Corporation (SCHW) 0.1 $237k 4.5k 52.19
Philip Morris International (PM) 0.1 $236k 2.4k 97.08
Texas Instruments Incorporated (TXN) 0.1 $233k 1.3k 185.51
Expeditors International of Washington (EXPD) 0.1 $225k 2.0k 110.02
Meta Platforms Inc Com Cl A Com Cl A (META) 0.1 $224k 1.1k 211.52
Sun Hung Kai Properties Adr Sponsored (SUHJY) 0.1 $218k 16k 13.89
Danaher Corporation (DHR) 0.1 $218k 865.00 252.02
O'reilly Automotive (ORLY) 0.1 $213k 252.00 845.24
Ambev Sa Adr Sponsored (ABEV) 0.1 $211k 75k 2.81
Sun Life Financial (SLF) 0.1 $209k 4.5k 46.64
CRH Adr Sponsored 0.1 $207k 4.1k 50.69
Liberty Media Corp Delaware Com C Siriusxm 0.1 $204k 7.3k 27.95
Magna Intl Inc cl a (MGA) 0.1 $203k 3.8k 53.42
Wheaton Precious Metals Corp (WPM) 0.1 $202k 4.2k 48.08
Valero Energy Corporation (VLO) 0.1 $200k 1.4k 139.37