Lester Murray Antman dba SimplyRich 13F Holdings

CIK 0001725888 · CARLSBAD, CA

As of Sep 30, 2025, Lester Murray Antman dba SimplyRich reported 200 positions worth $370.6K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology108,295$27.6K7.44%
ALPHABET INCGOOGEquity98,920$24.1K6.50%
ISHARES MSCI USA MIN VOL FACTOR ETFUSMV—210,695$20.0K5.41%
ISHARES MSCI EAFE MIN VOL FACTOR ETFEFAV—190,104 6.1K4.35%
ALPHABET INCGOOGLEquity61,747 5.0K4.05%
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFEEMV—233,666 4.9K4.02%
MICROSOFT CORPMSFTTechnology25,856 3.4K3.61%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology34,895$9.7K2.63%
VISA INC-CLASS A SHARESVFinancial Services23,552$8.0K2.17%
HOME DEPOT INCHDConsumer Cyclical17,070$6.9K1.87%
UNITEDHEALTH GROUP INCUNHHealthcare15,108$5.2K1.41%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—26,084$4.9K1.34%
WALMART INCWMTConsumer Defensive45,785$4.7K1.27%
NOVO NORDISK A SNVOHealthcare84,621$4.7K1.27%
MCKESSON CORPMCKHealthcare5,191$4.0K1.08%
RELX PLCRELXIndustrials80,986$3.9K1.04%
ISHARES GLOBAL REIT ETFREET—144,586$3.7K1.00%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,277$3.7K0.99%
CIGNA GROUPCIHealthcare12,504$3.6K0.97%
SOUTHERN COPPER CORPSCCOBasic Materials29,422$3.6K0.96%
TJX COMPANIES INCTJXConsumer Cyclical23,358$3.4K0.91%
MCDONALDS CORPMCDConsumer Cyclical10,839$3.3K0.89%
MASTERCARD INCMAFinancial Services5,162$2.9K0.79%
VIPSHOP HOLDINGS LTDVIPSConsumer Cyclical146,753$2.9K0.78%
MICRON TECHNOLOGY INCMUTechnology15,900$2.7K0.72%