0001725888-22-000002.txt : 20221101 0001725888-22-000002.hdr.sgml : 20221101 20221031183533 ACCESSION NUMBER: 0001725888-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lester Murray Antman dba SimplyRich CENTRAL INDEX KEY: 0001725888 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18236 FILM NUMBER: 221347831 BUSINESS ADDRESS: BUSINESS PHONE: 866-589-0430 MAIL ADDRESS: STREET 1: 2601 JEFFERSON STREET #407 CITY: CARLSBAD STATE: CA ZIP: 92008 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001725888 XXXXXXXX 09-30-2022 09-30-2022 Lester Murray Antman dba SimplyRich

2601 JEFFERSON STREET #407 CARLSBAD CA 92008

13F HOLDINGS REPORT 028-18236 N Cindi Hill 6197955986 Cindi Hill San Diego CA 10-31-2022 0 153 222141 false INFORMATION TABLE 2 simplyrich13fexport09302022.xml APPLE INC COM COM 037833100 15550 112524 SH SOLE 0 0 112524 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 11825 178907 SH SOLE 0 0 178907 ISHARES INC MSCI EMERGING MARKETS MIN V MSCI EMERGING MARKETS MIN V 464286533 11121 219453 SH SOLE 0 0 219453 ALPHABET INC COM CL C COM CL C 02079K107 9691 100793 SH SOLE 0 0 100793 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VOL FACTOR ETF 46429B689 9643 169156 SH SOLE 0 0 169156 ISHARES TRUST GLOBAL REIT ETF GLOBAL REIT ETF 46434V647 8616 405096 SH SOLE 0 0 405096 UNITEDHEALTH GROUP INC COM COM 91324P102 7731 15308 SH SOLE 0 0 15308 MICROSOFT CORP COM COM 594918104 6175 26514 SH SOLE 0 0 26514 ALPHABET INC COM CL A COM CL A 02079K305 5909 61780 SH SOLE 0 0 61780 HOME DEPOT INC COM COM 437076102 4642 16823 SH SOLE 0 0 16823 NOVO NORDISK A/S ADR SPONSORED ADR SPONSORED 670100205 4241 42568 SH SOLE 0 0 42568 VISA INC COM CL A COM CL A 92826C839 4213 23718 SH SOLE 0 0 23718 CIGNA CORPORATION COM COM 125523100 3479 12541 SH SOLE 0 0 12541 INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF S&P500 EQL WGT ETF 46137V357 3326 26135 SH SOLE 0 0 26135 ESTEE LAUDER COMPANIES INC COM CL A COM CL A 518439104 3162 14647 SH SOLE 0 0 14647 ELEVANCE HEALTH INC COM COM 036752103 2738 6028 SH SOLE 0 0 6028 MCDONALD'S CORPORATION COM COM 580135101 2373 10286 SH SOLE 0 0 10286 TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED ADR SPONSORED 874039100 2364 34481 SH SOLE 0 0 34481 CGI INC COM CL A COM CL A 12532H104 2187 29074 SH SOLE 0 0 29074 NIKE INC COM CL B COM CL B 654106103 2147 25836 SH SOLE 0 0 25836 ARCHER-DANIELS-MIDLAND CO COM COM 039483102 2118 26334 SH SOLE 0 0 26334 ACCENTURE PLC COM COM G1151C101 2081 8088 SH SOLE 0 0 8088 AMGEN INC COM COM 031162100 2067 9173 SH SOLE 0 0 9173 BERKSHIRE HATHAWAY INC COM CL B COM CL B 084670702 1903 7128 SH SOLE 0 0 7128 WALMART INC COM COM 931142103 1891 14585 SH SOLE 0 0 14585 CANADIAN NATIONAL RAILWAYS CO COM COM 136375102 1841 17057 SH SOLE 0 0 17057 RELX PLC ADR SPONSORED ADR SPONSORED 759530108 1798 73997 SH SOLE 0 0 73997 LVMH MOET HENNESSY VUITTON SE ADR UNSPONSORED ADR UNSPONSORED 502441306 1739 14800 SH SOLE 0 0 14800 MCKESSON CORPORATION COM COM 58155Q103 1693 4982 SH SOLE 0 0 4982 PAYPAL HOLDINGS INC COM COM 70450Y103 1628 18920 SH SOLE 0 0 18920 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 1608 20063 SH SOLE 0 0 20063 COMCAST CORP COM CL A COM CL A 20030N101 1566 53405 SH SOLE 0 0 53405 MASTERCARD INCORPORATED COM CL A COM CL A 57636Q104 1467 5162 SH SOLE 0 0 5162 TJX COS INC COM COM 872540109 1450 23358 SH SOLE 0 0 23358 NORTHROP GRUMMAN CORP COM COM 666807102 1443 3070 SH SOLE 0 0 3070 UNILEVER PLC ADR SPONSORED ADR SPONSORED 904767704 1409 32158 SH SOLE 0 0 32158 NIPPON TEL & TEL CORP ADR SPONSORED ADR SPONSORED 654624105 1385 51120 SH SOLE 0 0 51120 WILLIS TOWERS WATSON PLC COM COM G96629103 1356 6753 SH SOLE 0 0 6753 CME GROUP INC COM COM 12572Q105 1345 7595 SH SOLE 0 0 7595 NOVARTIS AG ADR SPONSORED ADR SPONSORED 66987V109 1315 17309 SH SOLE 0 0 17309 SHELL PLC ADR SPONSORED ADR SPONSORED 780259305 1304 26212 SH SOLE 0 0 26212 AMAZON COM INC COM COM 023135106 1274 11280 SH SOLE 0 0 11280 CISCO SYSTEMS INC COM COM 17275R102 1262 31564 SH SOLE 0 0 31564 SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED ADR SPONSORED 833635105 1255 13835 SH SOLE 0 0 13835 SOUTHERN COPPER CORPORATION COM COM 84265V105 1248 27846 SH SOLE 0 0 27846 PNC FINANCIAL SERVICES GROUP COM COM 693475105 1233 8255 SH SOLE 0 0 8255 RAYTHEON TECH CORP COM COM 75513E101 1194 14597 SH SOLE 0 0 14597 AUTOMATIC DATA PROCESSING INC COM COM 053015103 1181 5224 SH SOLE 0 0 5224 TOYOTA MOTOR CORP ADR UNSPONSORED ADR UNSPONSORED 892331307 1133 8703 SH SOLE 0 0 8703 WALT DISNEY COMPANY (THE) COM COM 254687106 1132 12006 SH SOLE 0 0 12006 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 1091 12085 SH SOLE 0 0 12085 MOTOROLA SOLUTIONS INC COM COM 620076307 1090 4869 SH SOLE 0 0 4869 LOCKHEED MARTIN CORP COM COM 539830109 1065 2757 SH SOLE 0 0 2757 PACCAR INC COM COM 693718108 1056 12618 SH SOLE 0 0 12618 CVS HEALTH CORPORATION COM COM 126650100 1052 11041 SH SOLE 0 0 11041 LYONDELLBASELL INDUSTRIES N V COM COM N53745100 1027 13654 SH SOLE 0 0 13654 BROOKFIELD ASSET MGMT INC COM CL A COM CL A 112585104 1012 24758 SH SOLE 0 0 24758 CHUBB LIMITED COM COM H1467J104 1007 5540 SH SOLE 0 0 5540 SEMPRA COM COM 816851109 966 6445 SH SOLE 0 0 6445 ASTRAZENECA ADR SPONSORED ADR SPONSORED 046353108 928 16930 SH SOLE 0 0 16930 TC ENERGY CORPORATION COM COM 87807B107 927 23020 SH SOLE 0 0 23020 FEDEX CORP COM COM 31428X106 927 6246 SH SOLE 0 0 6246 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL ETF 464286525 926 10461 SH SOLE 0 0 10461 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 899 23237 SH SOLE 0 0 23237 PROCTER & GAMBLE CO COM COM 742718109 885 7010 SH SOLE 0 0 7010 FISERV INC COM COM 337738108 884 9450 SH SOLE 0 0 9450 PEPSICO INC COM COM 713448108 880 5391 SH SOLE 0 0 5391 TARGET CORP COM COM 87612E106 878 5919 SH SOLE 0 0 5919 COSTCO WHOLESALE CORP COM COM 22160K105 867 1836 SH SOLE 0 0 1836 MARSH & MCLENNAN COMPANIES INC COM COM 571748102 852 5711 SH SOLE 0 0 5711 UNION PACIFIC CORP COM COM 907818108 849 4358 SH SOLE 0 0 4358 ASML HOLDING NV ADR SPONSORED ADR SPONSORED N07059210 841 2027 SH SOLE 0 0 2027 TAKE-TWO INTERACTIVE SOFTWARE COM COM 874054109 824 7560 SH SOLE 0 0 7560 BERKSHIRE HATHAWAY INC COM CL A COM CL A 084670108 812 2 SH SOLE 0 0 2 MICRON TECHNOLOGY INC COM COM 595112103 796 15900 SH SOLE 0 0 15900 MONDELEZ INTL INC COM CL A COM CL A 609207105 793 14463 SH SOLE 0 0 14463 COCA-COLA CO COM COM 191216100 785 14020 SH SOLE 0 0 14020 AFLAC INC COM COM 001055102 781 13903 SH SOLE 0 0 13903 ILLINOIS TOOL WORKS INC COM COM 452308109 770 4267 SH SOLE 0 0 4267 THOMSON-REUTERS CORP COM COM 884903709 763 7441 SH SOLE 0 0 7441 IMPERIAL OIL COM COM 453038408 747 17266 SH SOLE 0 0 17266 ACTIVISION BLIZZARD INC COM COM 00507V109 744 10009 SH SOLE 0 0 10009 REPUBLIC SERVICES INC COM COM 760759100 709 5215 SH SOLE 0 0 5215 EBAY INC COM COM 278642103 707 19220 SH SOLE 0 0 19220 INFOSYS LTD ADR SPONSORED ADR SPONSORED 456788108 688 40584 SH SOLE 0 0 40584 INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF S&P SML600 VAL ETF 46137V167 673 8820 SH SOLE 0 0 8820 COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED ADR SPONSORED 191241108 672 11522 SH SOLE 0 0 11522 INTEL CORP COM COM 458140100 636 24695 SH SOLE 0 0 24695 CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSORED ADR SPONSORED 15234Q207 635 79119 SH SOLE 0 0 79119 JOHNSON CONTROLS INTL PLC COM COM G51502105 620 12603 SH SOLE 0 0 12603 SAP SE ADR SPONSORED ADR SPONSORED 803054204 599 7375 SH SOLE 0 0 7375 ISHARES TRUST 1 3 YR TREAS BD ETF 1 3 YR TREAS BD ETF 464287457 576 7101 SH SOLE 0 0 7101 ISHARES TRUST INTL DEVPPTY ETF INTL DEVPPTY ETF 464288422 534 21514 SH SOLE 0 0 21514 EURONAV COM COM B38564108 529 34435 SH SOLE 0 0 34435 SIRIUS XM HOLDINGS INC COM COM 82968B103 524 91865 SH SOLE 0 0 91865 BRIDGESTONE CORP ADR UNSPONSORED ADR UNSPONSORED 108441205 495 30800 SH SOLE 0 0 30800 TRANSPORTADORA DE GAS DEL SUR ADR ADR 893870204 476 64519 SH SOLE 0 0 64519 ORIX CORPORATION ADR SPONSORED ADR SPONSORED 686330101 464 6572 SH SOLE 0 0 6572 ABB LTD ADR SPONSORED ADR SPONSORED 000375204 463 18075 SH SOLE 0 0 18075 AON PLC (IE) COM CL A COM CL A G0403H108 458 1711 SH SOLE 0 0 1711 CHINA PETROLEUM & CHEMICAL COR ADR SPONSORED ADR SPONSORED 16941R108 451 10755 SH SOLE 0 0 10755 DIAGEO ADR SPONSORED ADR SPONSORED 25243Q205 451 2658 SH SOLE 0 0 2658 WASTE MANAGEMENT INC COM COM 94106L109 444 2774 SH SOLE 0 0 2774 META PLATFORMS INC COM CL A COM CL A 30303M102 436 3216 SH SOLE 0 0 3216 MERCK & CO INC COM COM 58933Y105 432 5021 SH SOLE 0 0 5021 BRITISH AMERICAN TOBACCO ADR SPONSORED ADR SPONSORED 110448107 419 11822 SH SOLE 0 0 11822 VANGUARD DIV APP ETF DIV APP ETF 921908844 419 3102 SH SOLE 0 0 3102 AGILENT TECHNOLOGIES INC COM COM 00846U101 413 3400 SH SOLE 0 0 3400 WISDOMTREE TRUST INTL SMCAP DIV ETF INTL SMCAP DIV ETF 97717W760 411 7995 SH SOLE 0 0 7995 SILICON MOTION TECHNOLOGY CORP ADR ADR 82706C108 399 6132 SH SOLE 0 0 6132 APTIV PLC COM COM G6095L109 399 5103 SH SOLE 0 0 5103 EMERSON ELECTRIC CO COM COM 291011104 366 5008 SH SOLE 0 0 5008 INTERNATIONAL BUS MACH CORP COM COM 459200101 360 3034 SH SOLE 0 0 3034 THERMO FISHER SCIENTIFIC INC COM COM 883556102 358 706 SH SOLE 0 0 706 BROADCOM INC COM COM 11135F101 356 804 SH SOLE 0 0 804 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 340 952 SH SOLE 0 0 952 CATERPILLAR INC COM COM 149123101 338 2060 SH SOLE 0 0 2060 CHUNGHWA TELECOM ADR SPONSORED ADR SPONSORED 17133Q502 336 9459 SH SOLE 0 0 9459 NATIONAL GRID ADR SPONSORED ADR SPONSORED 636274409 335 6503 SH SOLE 0 0 6503 SENDAS DISTRIBUIDORA S.A. ADR SPONSORED ADR SPONSORED 81689T104 328 20367 SH SOLE 0 0 20367 SCHWAB (CHARLES) CORP COM COM 808513105 326 4541 SH SOLE 0 0 4541 SYSCO CORP COM COM 871829107 325 4607 SH SOLE 0 0 4607 KOMATSU ADR SPONSORED ADR SPONSORED 500458401 320 17600 SH SOLE 0 0 17600 MR COOPER GROUP INC COM COM 62482R107 317 7832 SH SOLE 0 0 7832 3M COMPANY COM COM 88579Y101 313 2840 SH SOLE 0 0 2840 DR HORTON INC COM COM 23331A109 309 4595 SH SOLE 0 0 4595 RITCHIE BROS AUCTIONEERS COM COM 767744105 306 4900 SH SOLE 0 0 4900 UNITED PARCEL SERVICE INC COM CL B COM CL B 911312106 304 1882 SH SOLE 0 0 1882 NICE LTD ADR SPONSORED ADR SPONSORED 653656108 291 1551 SH SOLE 0 0 1551 PUBLIC STORAGE COM USD0.10 COM USD0.10 74460D109 283 969 SH SOLE 0 0 969 LIBERTY MEDIA CORPORATION COM COM 531229607 275 7300 SH SOLE 0 0 7300 ISHARES TRUST SP SMCP600VL ETF SP SMCP600VL ETF 464287879 274 3334 SH SOLE 0 0 3334 AMERICA MOVIL SAB DE CV ADR SPONSORED ADR SPONSORED 02364W105 271 16476 SH SOLE 0 0 16476 CAPITAL ONE FINANCIAL CORP COM COM 14040H105 270 2939 SH SOLE 0 0 2939 VIPSHOP HLDGS LTD ADR ADR 92763W103 270 32193 SH SOLE 0 0 32193 BASF SE ADR SPONSORED ADR SPONSORED 055262505 268 28000 SH SOLE 0 0 28000 VERIZON COMMUNICATIONS COM COM 92343V104 267 7055 SH SOLE 0 0 7055 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 267 1700 SH SOLE 0 0 1700 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 266 811 SH SOLE 0 0 811 GENERAL DYNAMICS CORP COM COM 369550108 255 1203 SH SOLE 0 0 1203 ORACLE CORP COM COM 68389X105 251 4113 SH SOLE 0 0 4113 ALLIANZ SE ADR UNSPONSORED ADR UNSPONSORED 018820100 248 15929 SH SOLE 0 0 15929 CARDINAL HEALTH INC COM COM 14149Y108 246 3700 SH SOLE 0 0 3700 TE CONNECTIVITY LTD COM COM H84989104 242 2200 SH SOLE 0 0 2200 BIONTECH SE ADR ADR 09075V102 234 1741 SH SOLE 0 0 1741 AUTOZONE INC COM COM 053332102 233 109 SH SOLE 0 0 109 DANAHER CORP COM COM 235851102 224 871 SH SOLE 0 0 871 SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF SCHWAB FDT US LG ETF 808524771 215 4520 SH SOLE 0 0 4520 INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF PRECIOUS METAL ETF 46140H502 214 5000 SH SOLE 0 0 5000 AMBEV SA ADR SPONSORED ADR SPONSORED 02319V103 212 75000 SH SOLE 0 0 75000 WAL-MART DE MEXICO SAB DE CV ADR SPONSORED ADR SPONSORED 93114W107 210 6000 SH SOLE 0 0 6000 NIDEC CORPORATION ADR SPONSORED ADR SPONSORED 654090109 209 14964 SH SOLE 0 0 14964 PHILIP MORRIS INTL INC COM COM 718172109 201 2431 SH SOLE 0 0 2431