Lester Murray Antman dba SimplyRich as of Dec. 31, 2023
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 173 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $21M | 111k | 192.53 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 5.1 | $15M | 190k | 78.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $14M | 100k | 140.93 | |
| Ishares Msci Emerg Mrkt (EEMV) | 4.7 | $14M | 244k | 55.59 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 4.5 | $13M | 188k | 69.34 | |
| Microsoft Corporation (MSFT) | 3.4 | $9.9M | 26k | 376.02 | |
| Novo-nordisk A S Adr (NVO) | 3.1 | $9.0M | 87k | 103.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $8.6M | 62k | 139.69 | |
| UnitedHealth (UNH) | 2.7 | $8.0M | 15k | 526.44 | |
| Ishares Tr Global Reit Etf (REET) | 2.7 | $7.8M | 324k | 24.18 | |
| Visa Com Cl A (V) | 2.1 | $6.2M | 24k | 260.35 | |
| Home Depot (HD) | 2.0 | $5.8M | 17k | 346.56 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $4.1M | 26k | 157.82 | |
| Cigna Corp (CI) | 1.3 | $3.8M | 13k | 299.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $3.7M | 35k | 104.00 | |
| Cgi Cl A Sub Vtg (GIB) | 1.1 | $3.2M | 30k | 107.22 | |
| McDonald's Corporation (MCD) | 1.0 | $3.1M | 10k | 296.47 | |
| Relx Sponsored Adr (RELX) | 1.0 | $3.0M | 76k | 39.65 | |
| Anthem (ELV) | 1.0 | $2.8M | 6.0k | 471.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $2.8M | 8.1k | 350.89 | |
| Nike CL B (NKE) | 1.0 | $2.8M | 26k | 108.59 | |
| Amgen (AMGN) | 0.9 | $2.6M | 9.2k | 288.02 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.9 | $2.6M | 144k | 17.76 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | 7.1k | 356.70 | |
| Southern Copper Corporation (SCCO) | 0.8 | $2.4M | 28k | 86.06 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $2.3M | 53k | 43.86 | |
| McKesson Corporation (MCK) | 0.8 | $2.3M | 5.0k | 463.05 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.3M | 15k | 157.63 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.2M | 5.2k | 426.58 | |
| TJX Companies (TJX) | 0.8 | $2.2M | 23k | 93.80 | |
| Canadian Natl Ry (CNI) | 0.7 | $2.1M | 17k | 125.66 | |
| Lauder Estee Cos Cl A (EL) | 0.7 | $2.1M | 14k | 146.23 | |
| Archer Daniels Midland Company (ADM) | 0.7 | $1.9M | 26k | 72.22 | |
| Paccar (PCAR) | 0.6 | $1.8M | 19k | 97.66 | |
| Ferrari Nv Ord (RACE) | 0.6 | $1.8M | 5.4k | 338.42 | |
| Shell Spon Ads (SHEL) | 0.6 | $1.7M | 27k | 65.81 | |
| Amazon (AMZN) | 0.6 | $1.7M | 11k | 151.95 | |
| Toyota Motor Corp Ads (TM) | 0.6 | $1.7M | 9.3k | 183.38 | |
| Cisco Systems (CSCO) | 0.6 | $1.6M | 32k | 50.53 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $1.6M | 16k | 100.95 | |
| Cme (CME) | 0.6 | $1.6M | 7.6k | 210.60 | |
| FedEx Corporation (FDX) | 0.5 | $1.6M | 6.2k | 252.96 | |
| Chubb (CB) | 0.5 | $1.6M | 6.9k | 225.93 | |
| Unilever Spon Adr New (UL) | 0.5 | $1.6M | 32k | 48.49 | |
| Intercontinental Exchange (ICE) | 0.5 | $1.6M | 12k | 128.42 | |
| Motorola Solutions Com New (MSI) | 0.5 | $1.5M | 4.9k | 313.00 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $1.4M | 14k | 100.35 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.4M | 1.9k | 756.70 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.4M | 3.1k | 468.21 | |
| Rb Global (RBA) | 0.5 | $1.4M | 21k | 66.89 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.4M | 16k | 88.34 | |
| Micron Technology (MU) | 0.5 | $1.4M | 16k | 85.35 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $1.3M | 14k | 95.06 | |
| PNC Financial Services (PNC) | 0.4 | $1.3M | 8.3k | 154.82 | |
| Fiserv (FI) | 0.4 | $1.3M | 9.4k | 132.83 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | 2.7k | 453.28 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 15k | 84.15 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | 1.9k | 660.01 | |
| Automatic Data Processing (ADP) | 0.4 | $1.2M | 5.2k | 232.99 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $1.2M | 7.6k | 160.98 | |
| Paypal Holdings (PYPL) | 0.4 | $1.2M | 19k | 61.42 | |
| AFLAC Incorporated (AFL) | 0.4 | $1.1M | 14k | 82.47 | |
| Sap Se Spon Adr (SAP) | 0.4 | $1.1M | 7.4k | 154.58 | |
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $1.1M | 17k | 67.34 | |
| Illinois Tool Works (ITW) | 0.4 | $1.1M | 4.3k | 262.01 | |
| National Grid Sponsored Adr Ne (NGG) | 0.4 | $1.1M | 16k | 67.97 | |
| Intel Corporation (INTC) | 0.4 | $1.1M | 22k | 50.23 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.4 | $1.1M | 12k | 94.62 | |
| Walt Disney Company (DIS) | 0.4 | $1.1M | 12k | 90.27 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $1.1M | 5.7k | 189.47 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.0M | 15k | 72.44 | |
| Thomson Reuters Corp. (TRI) | 0.4 | $1.0M | 7.1k | 146.17 | |
| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.4 | $1.0M | 68k | 15.09 | |
| Procter & Gamble Company (PG) | 0.4 | $1.0M | 7.0k | 146.61 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $1.0M | 23k | 43.72 | |
| Honda Motor Amern Shs (HMC) | 0.3 | $1.0M | 32k | 30.93 | |
| Imperial Oil Com New (IMO) | 0.3 | $987k | 17k | 57.16 | |
| Union Pacific Corporation (UNP) | 0.3 | $972k | 4.0k | 245.52 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $946k | 24k | 40.14 | |
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.3 | $932k | 8.7k | 107.30 | |
| Sempra Energy (SRE) | 0.3 | $920k | 12k | 74.72 | |
| Pepsi (PEP) | 0.3 | $916k | 5.4k | 169.91 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $873k | 157k | 5.57 | |
| CVS Caremark Corporation (CVS) | 0.3 | $861k | 11k | 79.00 | |
| Republic Services (RSG) | 0.3 | $860k | 5.2k | 164.91 | |
| Broadcom (AVGO) | 0.3 | $839k | 752.00 | 1115.69 | |
| eBay (EBAY) | 0.3 | $838k | 19k | 43.60 | |
| Abb Sponsored Adr (ABBNY) | 0.3 | $801k | 18k | 44.32 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.3 | $771k | 8.1k | 94.65 | |
| Target Corporation (TGT) | 0.3 | $763k | 5.4k | 142.43 | |
| Coca-Cola Company (KO) | 0.3 | $754k | 13k | 58.95 | |
| Linde SHS (LIN) | 0.3 | $729k | 1.8k | 410.47 | |
| Johnson Ctls Intl SHS (JCI) | 0.2 | $726k | 13k | 57.61 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $699k | 10k | 67.35 | |
| D.R. Horton (DHI) | 0.2 | $698k | 4.6k | 151.90 | |
| Logitech Intl S A SHS (LOGI) | 0.2 | $666k | 7.0k | 95.09 | |
| Infosys Sponsored Adr (INFY) | 0.2 | $643k | 35k | 18.39 | |
| Euronav Nv SHS (EURN) | 0.2 | $638k | 36k | 17.60 | |
| Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.2 | $628k | 73k | 8.62 | |
| Ishares Tr Intl Devppty Etf (WPS) | 0.2 | $613k | 21k | 28.67 | |
| Caterpillar (CAT) | 0.2 | $590k | 2.0k | 295.59 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $589k | 3.9k | 152.87 | |
| Orix Corp Sponsored Adr (IX) | 0.2 | $586k | 6.3k | 93.33 | |
| Merck & Co (MRK) | 0.2 | $547k | 5.0k | 108.94 | |
| Willis Towers Watson SHS (WTW) | 0.2 | $539k | 2.2k | 241.16 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $529k | 3.1k | 170.54 | |
| Mr Cooper Group (COOP) | 0.2 | $510k | 7.8k | 65.12 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $510k | 8.0k | 63.79 | |
| Vale S A Sponsored Ads (VALE) | 0.2 | $510k | 32k | 15.85 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $509k | 6.2k | 82.07 | |
| International Business Machines (IBM) | 0.2 | $504k | 3.1k | 163.53 | |
| Amcor Ord (AMCR) | 0.2 | $501k | 52k | 9.64 | |
| Aon Shs Cl A (AON) | 0.2 | $498k | 1.7k | 291.06 | |
| Waste Management (WM) | 0.2 | $497k | 2.8k | 179.16 | |
| Emerson Electric (EMR) | 0.2 | $487k | 5.0k | 97.24 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $473k | 3.4k | 139.12 | |
| Sirius Xm Holdings (SIRI) | 0.2 | $463k | 85k | 5.47 | |
| Telefonica S A Sponsored Adr (TEF) | 0.2 | $458k | 118k | 3.90 | |
| Aptiv SHS (APTV) | 0.2 | $458k | 5.1k | 89.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $452k | 952.00 | 474.79 | |
| Oracle Corporation (ORCL) | 0.1 | $434k | 4.1k | 105.52 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $411k | 5.9k | 69.61 | |
| Rogers Communications CL B (RCI) | 0.1 | $407k | 8.7k | 46.76 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $403k | 22k | 18.54 | |
| Alcon Ord Shs (ALC) | 0.1 | $391k | 5.0k | 78.12 | |
| Capital One Financial (COF) | 0.1 | $385k | 2.9k | 131.00 | |
| Meta Platforms Cl A (META) | 0.1 | $375k | 1.1k | 354.11 | |
| Cardinal Health (CAH) | 0.1 | $373k | 3.7k | 100.81 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $370k | 9.5k | 39.12 | |
| Diageo Spon Adr New (DEO) | 0.1 | $361k | 2.5k | 145.51 | |
| Haleon Spon Ads (HLN) | 0.1 | $358k | 43k | 8.24 | |
| Pearson Sponsored Adr (PSO) | 0.1 | $356k | 29k | 12.30 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $354k | 811.00 | 436.50 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $344k | 3.3k | 103.18 | |
| SYSCO Corporation (SYY) | 0.1 | $337k | 4.6k | 73.15 | |
| Netease Sponsored Ads (NTES) | 0.1 | $330k | 3.5k | 93.30 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $322k | 4.3k | 74.36 | |
| General Dynamics Corporation (GD) | 0.1 | $312k | 1.2k | 259.35 | |
| Garmin SHS (GRMN) | 0.1 | $312k | 2.4k | 128.50 | |
| Open Text Corp (OTEX) | 0.1 | $311k | 7.4k | 42.00 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $310k | 4.5k | 68.74 | |
| Te Connectivity SHS (TEL) | 0.1 | $309k | 2.2k | 140.45 | |
| Public Storage (PSA) | 0.1 | $306k | 1.0k | 305.08 | |
| Verizon Communications (VZ) | 0.1 | $283k | 7.5k | 37.73 | |
| AutoZone (AZO) | 0.1 | $282k | 109.00 | 2587.16 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $280k | 4.5k | 61.95 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $272k | 2.1k | 130.27 | |
| Keysight Technologies (KEYS) | 0.1 | $270k | 1.7k | 158.82 | |
| Nutrien (NTR) | 0.1 | $265k | 4.7k | 56.41 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $264k | 498.00 | 530.12 | |
| Expeditors International of Washington (EXPD) | 0.1 | $259k | 2.0k | 127.34 | |
| Hollysys Automation Tchngy L SHS (HOLI) | 0.1 | $259k | 9.8k | 26.38 | |
| United Parcel Service CL B (UPS) | 0.1 | $254k | 1.6k | 157.37 | |
| Lam Research Corporation (LRCX) | 0.1 | $254k | 324.00 | 783.95 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $252k | 2.4k | 105.40 | |
| Gold Fields Sponsored Adr (GFI) | 0.1 | $252k | 17k | 14.46 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $250k | 6.2k | 40.60 | |
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $250k | 5.0k | 50.00 | |
| O'reilly Automotive (ORLY) | 0.1 | $239k | 252.00 | 948.41 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $237k | 5.9k | 40.24 | |
| Sun Life Financial (SLF) | 0.1 | $232k | 4.5k | 51.86 | |
| Philip Morris International (PM) | 0.1 | $229k | 2.4k | 94.20 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $225k | 3.8k | 59.21 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $224k | 15k | 15.25 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $214k | 1.3k | 170.25 | |
| Trip Com Group Ads (TCOM) | 0.1 | $210k | 5.8k | 36.02 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $210k | 75k | 2.80 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $210k | 1.8k | 119.25 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $208k | 1.1k | 191.00 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $207k | 4.2k | 49.27 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $203k | 6.9k | 29.36 | |
| IDEXX Laboratories (IDXX) | 0.1 | $202k | 364.00 | 554.95 | |
| Danaher Corporation (DHR) | 0.1 | $200k | 865.00 | 231.21 |
