Lester Murray Antman dba SimplyRich as of March 31, 2024
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 179 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $19M | 110k | 171.48 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 5.1 | $16M | 190k | 83.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $15M | 100k | 152.26 | |
| Ishares Msci Emerg Mrkt (EEMV) | 4.5 | $14M | 247k | 56.59 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 4.3 | $13M | 189k | 70.88 | |
| Novo-nordisk A S Adr (NVO) | 3.6 | $11M | 87k | 128.41 | |
| Microsoft Corporation (MSFT) | 3.6 | $11M | 26k | 420.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $9.3M | 62k | 150.94 | |
| UnitedHealth (UNH) | 2.4 | $7.5M | 15k | 494.74 | |
| Ishares Tr Global Reit Etf (REET) | 2.4 | $7.4M | 311k | 23.68 | |
| Visa Com Cl A (V) | 2.1 | $6.6M | 24k | 279.09 | |
| Home Depot (HD) | 2.1 | $6.5M | 17k | 383.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $4.8M | 35k | 136.07 | |
| Cigna Corp (CI) | 1.5 | $4.6M | 13k | 363.24 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $4.4M | 26k | 169.39 | |
| Relx Sponsored Adr (RELX) | 1.1 | $3.3M | 77k | 43.30 | |
| Cgi Cl A Sub Vtg (GIB) | 1.1 | $3.3M | 30k | 110.52 | |
| Anthem (ELV) | 1.0 | $3.1M | 6.1k | 518.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.0M | 7.1k | 420.64 | |
| Southern Copper Corporation (SCCO) | 1.0 | $2.9M | 28k | 106.53 | |
| McDonald's Corporation (MCD) | 0.9 | $2.9M | 10k | 282.05 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.8M | 8.1k | 346.69 | |
| McKesson Corporation (MCK) | 0.9 | $2.7M | 5.0k | 537.05 | |
| Wal-Mart Stores (WMT) | 0.9 | $2.7M | 44k | 60.18 | |
| Amgen (AMGN) | 0.8 | $2.6M | 9.2k | 284.42 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.5M | 5.2k | 481.60 | |
| Nike CL B (NKE) | 0.8 | $2.4M | 26k | 94.01 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.8 | $2.4M | 144k | 16.55 | |
| Ferrari Nv Ord (RACE) | 0.8 | $2.4M | 5.4k | 435.97 | |
| TJX Companies (TJX) | 0.8 | $2.4M | 23k | 101.42 | |
| Toyota Motor Corp Ads (TM) | 0.8 | $2.4M | 9.4k | 251.73 | |
| Paccar (PCAR) | 0.8 | $2.4M | 19k | 123.90 | |
| Comcast Corp Cl A (CMCSA) | 0.7 | $2.3M | 53k | 43.36 | |
| Canadian Natl Ry (CNI) | 0.7 | $2.3M | 17k | 131.74 | |
| Lauder Estee Cos Cl A (EL) | 0.7 | $2.1M | 14k | 154.20 | |
| Amazon (AMZN) | 0.7 | $2.0M | 11k | 180.41 | |
| Micron Technology (MU) | 0.6 | $1.9M | 16k | 117.92 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.8M | 1.9k | 970.57 | |
| Chubb (CB) | 0.6 | $1.8M | 7.0k | 259.15 | |
| FedEx Corporation (FDX) | 0.6 | $1.8M | 6.2k | 289.79 | |
| Shell Spon Ads (SHEL) | 0.6 | $1.8M | 27k | 67.05 | |
| Motorola Solutions Com New (MSI) | 0.6 | $1.7M | 4.9k | 355.10 | |
| Intercontinental Exchange (ICE) | 0.5 | $1.7M | 12k | 137.44 | |
| Cme (CME) | 0.5 | $1.6M | 7.6k | 215.31 | |
| Unilever Spon Adr New (UL) | 0.5 | $1.6M | 33k | 50.20 | |
| Rb Global (RBA) | 0.5 | $1.6M | 21k | 76.21 | |
| Cisco Systems (CSCO) | 0.5 | $1.6M | 32k | 49.91 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $1.6M | 15k | 105.27 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.6M | 16k | 96.76 | |
| Fiserv (FI) | 0.5 | $1.5M | 9.4k | 159.91 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.5M | 3.1k | 478.97 | |
| Walt Disney Company (DIS) | 0.5 | $1.5M | 12k | 122.44 | |
| Sap Se Spon Adr (SAP) | 0.5 | $1.4M | 7.4k | 195.12 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.4M | 15k | 97.57 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $1.4M | 14k | 102.31 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.4M | 1.9k | 732.69 | |
| PNC Financial Services (PNC) | 0.4 | $1.3M | 8.3k | 161.72 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.3M | 15k | 86.48 | |
| Automatic Data Processing (ADP) | 0.4 | $1.3M | 5.3k | 249.86 | |
| Paypal Holdings (PYPL) | 0.4 | $1.3M | 19k | 67.02 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | 2.7k | 454.98 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.4 | $1.2M | 32k | 37.25 | |
| AFLAC Incorporated (AFL) | 0.4 | $1.2M | 14k | 85.92 | |
| Imperial Oil Com New (IMO) | 0.4 | $1.2M | 17k | 69.15 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $1.2M | 5.8k | 206.10 | |
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $1.1M | 17k | 67.81 | |
| Illinois Tool Works (ITW) | 0.4 | $1.1M | 4.3k | 268.34 | |
| National Grid Sponsored Adr Ne (NGG) | 0.4 | $1.1M | 17k | 68.23 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $1.1M | 7.6k | 148.54 | |
| Procter & Gamble Company (PG) | 0.4 | $1.1M | 6.9k | 162.28 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.4 | $1.1M | 12k | 97.23 | |
| Thomson Reuters Corp. (TRI) | 0.4 | $1.1M | 7.1k | 155.92 | |
| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.3 | $1.0M | 68k | 15.10 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.0M | 15k | 70.06 | |
| eBay (EBAY) | 0.3 | $1.0M | 19k | 52.81 | |
| Republic Services (RSG) | 0.3 | $999k | 5.2k | 191.56 | |
| Broadcom (AVGO) | 0.3 | $997k | 752.00 | 1325.80 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $996k | 23k | 42.86 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $987k | 24k | 41.88 | |
| Intel Corporation (INTC) | 0.3 | $986k | 22k | 44.17 | |
| Union Pacific Corporation (UNP) | 0.3 | $974k | 4.0k | 246.02 | |
| Target Corporation (TGT) | 0.3 | $950k | 5.4k | 177.34 | |
| Pepsi (PEP) | 0.3 | $944k | 5.4k | 175.11 | |
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.3 | $934k | 8.7k | 107.53 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $908k | 158k | 5.75 | |
| Sempra Energy (SRE) | 0.3 | $892k | 12k | 71.90 | |
| CVS Caremark Corporation (CVS) | 0.3 | $877k | 11k | 79.79 | |
| Linde SHS (LIN) | 0.3 | $833k | 1.8k | 464.58 | |
| Johnson Ctls Intl SHS (JCI) | 0.3 | $824k | 13k | 65.38 | |
| Coca-Cola Company (KO) | 0.3 | $790k | 13k | 61.23 | |
| D.R. Horton (DHI) | 0.2 | $757k | 4.6k | 164.74 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $745k | 11k | 68.86 | |
| Caterpillar (CAT) | 0.2 | $732k | 2.0k | 366.73 | |
| Orix Corp Sponsored Adr (IX) | 0.2 | $692k | 6.3k | 110.21 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $670k | 7.8k | 85.77 | |
| Merck & Co (MRK) | 0.2 | $663k | 5.0k | 132.05 | |
| Infosys Sponsored Adr (INFY) | 0.2 | $634k | 35k | 17.95 | |
| Logitech Intl S A SHS (LOGI) | 0.2 | $633k | 7.1k | 89.48 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $632k | 3.9k | 164.03 | |
| Willis Towers Watson Fgo (WTW) | 0.2 | $615k | 2.2k | 275.17 | |
| Mr Cooper Group (COOP) | 0.2 | $611k | 7.8k | 78.01 | |
| Centrais Eletricas Brasileir Adr (EBR) | 0.2 | $609k | 73k | 8.36 | |
| Ishares Tr Uie (WPS) | 0.2 | $606k | 21k | 28.40 | |
| Euronav Nv Fgo (CMBT) | 0.2 | $600k | 36k | 16.64 | |
| Waste Management (WM) | 0.2 | $600k | 2.8k | 213.45 | |
| International Business Machines (IBM) | 0.2 | $596k | 3.1k | 191.09 | |
| Aon Fgo (AON) | 0.2 | $571k | 1.7k | 333.72 | |
| Emerson Electric (EMR) | 0.2 | $569k | 5.0k | 113.62 | |
| Vanguard Specialized Funds Uie (VIG) | 0.2 | $567k | 3.1k | 182.79 | |
| Telefonica S A Adr (TEF) | 0.2 | $523k | 119k | 4.41 | |
| Wisdomtree Tr Uie (DLS) | 0.2 | $522k | 8.0k | 65.29 | |
| Oracle Corporation (ORCL) | 0.2 | $517k | 4.1k | 125.70 | |
| Facebook Inc cl a (META) | 0.2 | $515k | 1.1k | 486.31 | |
| Ishares Tr Uie (SHY) | 0.2 | $503k | 6.1k | 81.92 | |
| Amcor Fgo (AMCR) | 0.2 | $501k | 53k | 9.51 | |
| Spdr S&p 500 Etf Tr Uie (SPY) | 0.2 | $498k | 952.00 | 523.11 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $495k | 3.4k | 145.59 | |
| Nutrien FGC (NTR) | 0.2 | $482k | 8.9k | 54.36 | |
| Nomura Hldgs Adr (NMR) | 0.1 | $460k | 72k | 6.43 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $440k | 6.0k | 73.41 | |
| Capital One Financial (COF) | 0.1 | $438k | 2.9k | 149.03 | |
| Diageo Adr (DEO) | 0.1 | $426k | 2.9k | 148.95 | |
| Alcon Fgo (ALC) | 0.1 | $424k | 5.1k | 83.43 | |
| Cardinal Health (CAH) | 0.1 | $415k | 3.7k | 112.16 | |
| Pearson Adr (PSO) | 0.1 | $414k | 31k | 13.17 | |
| Aptiv Fgo (APTV) | 0.1 | $407k | 5.1k | 79.76 | |
| America Movil Sab De Cv Adr (AMX) | 0.1 | $406k | 22k | 18.69 | |
| Vanguard Index Fds Uie (VOO) | 0.1 | $390k | 811.00 | 480.89 | |
| Haleon Adr (HLN) | 0.1 | $376k | 44k | 8.50 | |
| SYSCO Corporation (SYY) | 0.1 | $374k | 4.6k | 81.18 | |
| Netease Adr (NTES) | 0.1 | $374k | 3.6k | 103.54 | |
| Chunghwa Telecom Adr (CHT) | 0.1 | $371k | 9.5k | 39.22 | |
| Garmin Fgo (GRMN) | 0.1 | $369k | 2.5k | 148.97 | |
| Rogers Communications FGC (RCI) | 0.1 | $359k | 8.7k | 41.07 | |
| CRH Fgo (CRH) | 0.1 | $353k | 4.1k | 86.43 | |
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $351k | 25k | 13.90 | |
| AutoZone (AZO) | 0.1 | $350k | 111.00 | 3153.15 | |
| Ishares Tr Uie (IJS) | 0.1 | $343k | 3.3k | 102.88 | |
| Tower Semiconductor Fgo (TSEM) | 0.1 | $342k | 10k | 33.47 | |
| General Dynamics Corporation (GD) | 0.1 | $340k | 1.2k | 282.63 | |
| British Amern Tob Adr (BTI) | 0.1 | $336k | 11k | 30.59 | |
| Nice Adr (NICE) | 0.1 | $331k | 1.3k | 260.84 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $327k | 4.5k | 72.51 | |
| Te Connectivity Fgo (TEL) | 0.1 | $320k | 2.2k | 145.45 | |
| Lam Research Corporation (LRCX) | 0.1 | $315k | 324.00 | 972.22 | |
| Verizon Communications (VZ) | 0.1 | $313k | 7.5k | 41.98 | |
| Schwab Strategic Tr Uie (FNDX) | 0.1 | $305k | 4.5k | 67.48 | |
| Janux Therapeutics (JANX) | 0.1 | $300k | 8.0k | 37.67 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $300k | 4.8k | 63.00 | |
| Public Storage Ret (PSA) | 0.1 | $298k | 1.0k | 290.45 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $294k | 76k | 3.88 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $290k | 498.00 | 582.33 | |
| Chevron Corporation (CVX) | 0.1 | $289k | 1.8k | 157.75 | |
| Biontech Se Adr (BNTX) | 0.1 | $288k | 3.1k | 92.55 | |
| O'reilly Automotive (ORLY) | 0.1 | $285k | 252.00 | 1130.95 | |
| Open Text Corp FGC (OTEX) | 0.1 | $284k | 7.3k | 38.87 | |
| Gold Fields Adr (GFI) | 0.1 | $277k | 17k | 15.91 | |
| Fomento Economico Mexicano S Adr (FMX) | 0.1 | $273k | 2.1k | 130.75 | |
| Hollysys Automation Tchngy L Fgo (HOLI) | 0.1 | $269k | 11k | 25.62 | |
| Invesco Db Multi-sector Comm Uie (DBP) | 0.1 | $268k | 5.0k | 53.60 | |
| Keysight Technologies (KEYS) | 0.1 | $266k | 1.7k | 156.47 | |
| Trip Com Group Adr (TCOM) | 0.1 | $264k | 6.0k | 43.99 | |
| Rio Tinto Adr (RIO) | 0.1 | $263k | 4.1k | 63.74 | |
| HSBC HLDGS Adr (HSBC) | 0.1 | $257k | 6.5k | 39.50 | |
| Dell Technologies (DELL) | 0.1 | $256k | 2.2k | 114.34 | |
| Expeditors International of Washington (EXPD) | 0.1 | $248k | 2.0k | 121.93 | |
| Brookfield Asset Managmt FGC (BAM) | 0.1 | $248k | 5.9k | 42.11 | |
| Companhia De Saneamento Basi Adr (SBS) | 0.1 | $248k | 15k | 16.89 | |
| Valero Energy Corporation (VLO) | 0.1 | $245k | 1.4k | 170.73 | |
| Sun Life Financial FGC (SLF) | 0.1 | $245k | 4.5k | 54.76 | |
| United Parcel Service (UPS) | 0.1 | $240k | 1.6k | 148.70 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $227k | 1.3k | 174.88 | |
| Spdr Gold Tr Uie (GLD) | 0.1 | $225k | 1.1k | 206.61 | |
| Packaging Corporation of America (PKG) | 0.1 | $224k | 1.2k | 190.48 | |
| Philip Morris International (PM) | 0.1 | $223k | 2.4k | 91.88 | |
| Silicon Motion Technology Adr (SIMO) | 0.1 | $220k | 2.9k | 77.00 | |
| Danaher Corporation (DHR) | 0.1 | $220k | 879.00 | 250.28 | |
| Liberty Media Corp Delaware (LSXMK) | 0.1 | $212k | 7.1k | 29.76 | |
| Magna Intl FGC (MGA) | 0.1 | $208k | 3.8k | 54.74 |
