Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of June 30, 2023

Portfolio Holdings for Lester Murray Antman dba SimplyRich

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.7 $22M 111k 193.97
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 4.8 $14M 182k 74.33
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.6 $13M 234k 54.98
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.4 $12M 181k 67.50
Alphabet Inc Com Cl C Com Cl C (GOOG) 4.3 $12M 101k 120.97
Microsoft Corporation (MSFT) 3.2 $9.0M 26k 340.53
Ishares Trust Global Reit Etf Global Reit Etf (REET) 3.0 $8.4M 368k 22.97
Alphabet Inc Com Cl A Com Cl A (GOOGL) 2.6 $7.4M 62k 119.70
UnitedHealth (UNH) 2.6 $7.3M 15k 480.61
Novo Nordisk A/s Adr Sponsored (NVO) 2.5 $7.0M 43k 161.82
Visa Inc Com Cl A Com Cl A (V) 2.0 $5.6M 24k 237.47
Home Depot (HD) 1.9 $5.2M 17k 310.63
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.4 $3.9M 26k 149.63
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.3 $3.6M 35k 100.91
Cigna Corp (CI) 1.3 $3.5M 13k 280.54
Cgi Inc Com Cl A Com Cl A (GIB) 1.1 $3.1M 30k 105.40
McDonald's Corporation (MCD) 1.1 $3.1M 10k 298.36
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.0 $2.9M 15k 196.33
Nike Inc Com Cl B Com Cl B (NKE) 1.0 $2.8M 26k 110.34
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 1.0 $2.8M 15k 188.78
Anthem (ELV) 1.0 $2.7M 6.0k 444.28
Accenture (ACN) 0.9 $2.5M 8.1k 308.48
Relx Adr Sponsored (RELX) 0.9 $2.5M 74k 33.43
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.9 $2.4M 7.1k 340.95
Vipshop Hldgs Adr (VIPS) 0.9 $2.4M 145k 16.50
Wal-Mart Stores (WMT) 0.8 $2.3M 15k 157.16
Comcast Corp Com Cl A Com Cl A (CMCSA) 0.8 $2.2M 53k 41.53
Canadian Natl Ry (CNI) 0.8 $2.2M 18k 121.03
McKesson Corporation (MCK) 0.8 $2.1M 5.0k 427.25
Amgen (AMGN) 0.7 $2.0M 9.2k 221.96
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.7 $2.0M 5.2k 393.26
Archer Daniels Midland Company (ADM) 0.7 $2.0M 26k 75.56
Southern Copper Corporation (SCCO) 0.7 $2.0M 28k 71.73
TJX Companies (TJX) 0.7 $2.0M 23k 84.77
Ferrari Nv Ord (RACE) 0.6 $1.8M 5.4k 325.19
Unilever Adr Sponsored (UL) 0.6 $1.7M 33k 52.10
Cisco Systems (CSCO) 0.6 $1.6M 32k 51.72
Novartis Adr Sponsored (NVS) 0.6 $1.6M 16k 100.89
Shell Adr Sponsored (SHEL) 0.6 $1.6M 27k 60.35
Paccar (PCAR) 0.6 $1.6M 19k 83.60
Willis Towers Watson (WTW) 0.6 $1.6M 6.7k 235.39
FedEx Corporation (FDX) 0.6 $1.5M 6.2k 247.84
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.5 $1.5M 51k 29.50
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.5 $1.5M 9.3k 160.68
Amazon (AMZN) 0.5 $1.5M 11k 130.32
Raytheon Technologies Corp (RTX) 0.5 $1.4M 15k 97.95
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.5 $1.4M 15k 98.02
Motorola Solutions (MSI) 0.5 $1.4M 4.9k 293.08
Cme (CME) 0.5 $1.4M 7.6k 185.20
Northrop Grumman Corporation (NOC) 0.5 $1.4M 3.1k 455.58
Asml Holding Nv Adr Sponsored (ASML) 0.5 $1.4M 1.9k 724.65
Intercontinental Exchange (ICE) 0.5 $1.4M 12k 113.03
Nice Adr Sponsored (NICE) 0.5 $1.3M 6.5k 206.36
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.5 $1.3M 16k 83.50
Rb Global (RBA) 0.5 $1.3M 21k 59.99
Paypal Holdings (PYPL) 0.4 $1.3M 19k 66.70
Lockheed Martin Corporation (LMT) 0.4 $1.3M 2.7k 460.07
Industries N shs - a - (LYB) 0.4 $1.3M 14k 91.77
Astrazeneca Adr Sponsored (AZN) 0.4 $1.2M 17k 71.53
Chubb (CB) 0.4 $1.2M 6.2k 192.48
Fiserv (FI) 0.4 $1.2M 9.5k 126.14
Transportadora De Gas Del Sur Adr (TGS) 0.4 $1.2M 84k 13.78
Automatic Data Processing (ADP) 0.4 $1.1M 5.2k 219.61
National Grid Adr Sponsored (NGG) 0.4 $1.1M 17k 67.28
Take-Two Interactive Software (TTWO) 0.4 $1.1M 7.6k 147.09
Marsh & McLennan Companies (MMC) 0.4 $1.1M 5.7k 187.93
Walt Disney Company (DIS) 0.4 $1.1M 12k 89.21
Illinois Tool Works (ITW) 0.4 $1.1M 4.3k 250.06
Procter & Gamble Company (PG) 0.4 $1.1M 7.0k 151.65
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.4 $1.1M 15k 72.88
PNC Financial Services (PNC) 0.4 $1.0M 8.3k 125.86
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.4 $1.0M 2.00 517500.00
Sap Se Adr Sponsored (SAP) 0.4 $1.0M 7.4k 136.68
Micron Technology (MU) 0.4 $1.0M 16k 63.08
Pepsi (PEP) 0.4 $998k 5.4k 185.12
Costco Wholesale Corporation (COST) 0.4 $993k 1.8k 537.92
AFLAC Incorporated (AFL) 0.3 $971k 14k 69.75
Honda Motor Adr Sponsored (HMC) 0.3 $967k 32k 30.28
Coca-cola Femsa S.a.b. De C.v Adr Sponsored (KOF) 0.3 $956k 12k 83.29
Thomson Reuters Corp. (TRI) 0.3 $954k 7.1k 134.86
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.3 $954k 23k 41.06
Sempra Energy (SRE) 0.3 $937k 6.4k 145.52
Imperial Oil (IMO) 0.3 $883k 17k 51.14
eBay (EBAY) 0.3 $858k 19k 44.64
Johnson Controls International Plc equity (JCI) 0.3 $858k 13k 68.08
Activision Blizzard 0.3 $846k 10k 84.30
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $821k 8.8k 93.45
Union Pacific Corporation (UNP) 0.3 $810k 4.0k 204.60
Coca-Cola Company (KO) 0.3 $803k 13k 60.22
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.3 $800k 11k 72.58
Republic Services (RSG) 0.3 $798k 5.2k 153.02
Brookfield Corporation Com Cl A Com Cl A (BN) 0.3 $793k 24k 33.65
Rogers Communications Inc Com Cl B Com Cl B (RCI) 0.3 $768k 17k 45.61
Diageo Adr Sponsored (DEO) 0.3 $739k 4.3k 173.43
CVS Caremark Corporation (CVS) 0.3 $738k 11k 69.11
Intel Corporation (INTC) 0.3 $733k 22k 33.42
Abb Adr Sponsored (ABBNY) 0.3 $709k 18k 39.23
Target Corporation (TGT) 0.3 $706k 5.4k 131.79
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $654k 79k 8.27
Broadcom (AVGO) 0.2 $652k 752.00 867.02
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.2 $631k 31k 20.49
Aon Com Cl A (AON) 0.2 $590k 1.7k 344.83
Merck & Co (MRK) 0.2 $579k 5.0k 115.32
Orix Corporation Adr Sponsored (IX) 0.2 $572k 6.3k 91.10
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.2 $561k 22k 26.08
D.R. Horton (DHI) 0.2 $559k 4.6k 121.65
Total Se Adr Sponsored (TTE) 0.2 $549k 9.5k 57.60
Euronav Sa (CMBT) 0.2 $548k 36k 15.20
Infosys Adr Sponsored (INFY) 0.2 $527k 33k 16.06
Delphi Automotive Inc international (APTV) 0.2 $520k 5.1k 101.90
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.2 $511k 6.3k 81.01
Vanguard Div App Etf Div App Etf (VIG) 0.2 $503k 3.1k 162.15
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $492k 3.9k 125.38
Caterpillar (CAT) 0.2 $491k 2.0k 245.99
Oracle Corporation (ORCL) 0.2 $489k 4.1k 118.89
Waste Management (WM) 0.2 $481k 2.8k 173.40
America Movil Sab De Cv Adr Sponsored (AMX) 0.2 $481k 22k 21.62
Komatsu Adr Sponsored (KMTUY) 0.2 $476k 18k 27.05
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $475k 8.0k 59.41
Emerson Electric (EMR) 0.2 $452k 5.0k 90.26
Telefonica Sa Adr Sponsored (TEF) 0.2 $449k 112k 4.03
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.2 $422k 952.00 443.28
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $416k 7.0k 59.36
Alcon (ALC) 0.1 $413k 5.0k 82.06
Agilent Technologies Inc C ommon (A) 0.1 $408k 3.4k 120.00
International Business Machines (IBM) 0.1 $407k 3.0k 133.75
Wipro Adr Sponsored (WIT) 0.1 $405k 86k 4.72
West Fraser Timb (WFG) 0.1 $399k 4.7k 85.81
Mr Cooper Group (COOP) 0.1 $396k 7.8k 50.56
Sirius Xm Holdings 0.1 $383k 85k 4.52
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $369k 16k 23.17
Smith & Nephew Adr Sponsored (SNN) 0.1 $363k 11k 32.18
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $352k 9.5k 37.21
Rentokil Initial Adr Sponsored (RTO) 0.1 $350k 9.0k 38.93
Cardinal Health (CAH) 0.1 $349k 3.7k 94.32
Netease Adr Sponsored (NTES) 0.1 $342k 3.5k 96.64
SYSCO Corporation (SYY) 0.1 $341k 4.6k 74.02
Basf Se Adr Sponsored (BASFY) 0.1 $339k 28k 12.11
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $336k 1.9k 178.82
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $330k 811.00 406.91
Capital One Financial (COF) 0.1 $321k 2.9k 109.22
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $317k 3.3k 95.08
Te Connectivity Ltd for 0.1 $308k 2.2k 140.00
Open Text Corp (OTEX) 0.1 $308k 7.4k 41.52
Linde (LIN) 0.1 $306k 803.00 381.07
Meta Platforms Inc Com Cl A Com Cl A (META) 0.1 $303k 1.1k 286.12
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $290k 995.00 291.46
Keysight Technologies (KEYS) 0.1 $284k 1.7k 167.06
Thermo Fisher Scientific (TMO) 0.1 $277k 532.00 520.68
AutoZone (AZO) 0.1 $271k 109.00 2486.24
Verizon Communications (VZ) 0.1 $267k 7.2k 37.17
Silicon Motion Technology Corp Adr (SIMO) 0.1 $265k 3.7k 71.84
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $260k 4.5k 57.52
Baidu Adr (BIDU) 0.1 $259k 1.9k 136.39
General Dynamics Corporation (GD) 0.1 $258k 1.2k 214.46
Charles Schwab Corporation (SCHW) 0.1 $255k 4.5k 56.54
Garmin (GRMN) 0.1 $253k 2.4k 103.99
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $246k 5.0k 49.20
Expeditors International of Washington (EXPD) 0.1 $246k 2.0k 120.77
O'reilly Automotive (ORLY) 0.1 $240k 252.00 952.38
Vale Adr Sponsored (VALE) 0.1 $239k 18k 13.39
Mowi Asa Adr Sponsored (MHGVY) 0.1 $238k 15k 15.76
Ambev Sa Adr Sponsored (ABEV) 0.1 $238k 75k 3.17
Philip Morris International (PM) 0.1 $237k 2.4k 97.49
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $236k 6.0k 39.33
Sun Life Financial (SLF) 0.1 $233k 4.5k 52.00
Liberty Media Corp Delaware Com C Siriusxm 0.1 $233k 7.1k 32.71
Fomento Econ Mexic Adr Sponsored (FMX) 0.1 $231k 2.1k 110.63
CRH Adr Sponsored 0.1 $227k 4.1k 55.58
Texas Instruments Incorporated (TXN) 0.1 $226k 1.3k 179.94
Magna Intl Inc cl a (MGA) 0.1 $214k 3.8k 56.32
Hsbc Holdings Adr Sponsored (HSBC) 0.1 $209k 5.3k 39.47
Lam Research Corporation 0.1 $208k 324.00 641.98
Nidec Corporation Adr Sponsored (NJDCY) 0.1 $206k 15k 13.77