Filer Name: LESTER MURRAY ANTMAN DBA SIMPLYRICH
CIK: 1725888
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 216
Portfolio Value: $0.35B

Lester Murray Antman Dba Simplyrich Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 108,654 $27M 7.77% -1.2% -
GOOG US ALPHABET INC-CL C 99,225 $19M 5.39% -0.4% -
USMV US ISHARES MSCI USA MIN VOL FAC 188,264 $17M 4.77% -0.7% -
EEMV US ISHARES MSCI EMG MKT MIN VOL 260,123 $15M 4.31% 3.7% -
EFAV US ISHARES MSCI EAFE MIN VOL FA 201,949 $14M 4.08% 2.9% -
GOOGL US ALPHABET INC-CL A 61,747 $12M 3.34% -0.1% -
MSFT US MICROSOFT CORP 26,274 $11M 3.16% -0.1% -
UNH US UNITEDHEALTH GROUP INC 15,169 $8M 2.19% -0.9% -
V US VISA INC-CLASS A SHARES 23,552 $7M 2.12% -0.1% -
NVO US NOVO-NORDISK A/S-SPONS ADR 86,079 $7M 2.11% -0.1% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 34,895 $7M 1.97% -0.1% -
HD US HOME DEPOT INC 17,100 $7M 1.90% 0.2% -
REET US ISHARES GLOBAL REIT ETF 258,393 $6M 1.77% -8.2% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 26,035 $5M 1.30% 0.0% -
WMT US WALMART INC 45,790 $4M 1.18% 0.6% -
RELX US RELX PLC - SPON ADR 81,011 $4M 1.05% 0.6% -
CI US THE CIGNA GROUP 12,504 $3M 0.99% - -
GIB US CGI INC 30,397 $3M 0.95% 1.2% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 7,278 $3M 0.94% 0.6% -
MCD US MCDONALD'S CORP 10,900 $3M 0.90% 0.4% -
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