0001725888-23-000003.txt : 20230804 0001725888-23-000003.hdr.sgml : 20230804 20230804165820 ACCESSION NUMBER: 0001725888-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230804 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230804 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: 231144734 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 X0202 13F-HR LIVE false true false 0001725888 XXXXXXXX 06-30-2023 06-30-2023 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 08-04-2023 0 174 280479 false INFORMATION TABLE 2 simplyrich13fexport06302023.xml APPLE INC COM COM 037833100 21573 111221 SH SOLE 0 0 111221 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 13558 182412 SH SOLE 0 0 182412 ISHARES INC MSCI EMERGING MARKETS MIN V MSCI EMERGING MARKETS MIN V 464286533 12856 233845 SH SOLE 0 0 233845 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VOL FACTOR ETF 46429B689 12204 180800 SH SOLE 0 0 180800 ALPHABET INC COM CL C COM CL C 02079K107 12156 100489 SH SOLE 0 0 100489 MICROSOFT CORP COM COM 594918104 9004 26441 SH SOLE 0 0 26441 ISHARES TRUST GLOBAL REIT ETF GLOBAL REIT ETF 46434V647 8440 367462 SH SOLE 0 0 367462 ALPHABET INC COM CL A COM CL A 02079K305 7395 61780 SH SOLE 0 0 61780 UNITEDHEALTH GROUP INC COM COM 91324P102 7350 15293 SH SOLE 0 0 15293 NOVO NORDISK A/S ADR SPONSORED ADR SPONSORED 670100205 7002 43270 SH SOLE 0 0 43270 VISA INC COM CL A COM CL A 92826C839 5615 23645 SH SOLE 0 0 23645 HOME DEPOT INC COM COM 437076102 5223 16814 SH SOLE 0 0 16814 INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF S&P500 EQL WGT ETF 46137V357 3892 26011 SH SOLE 0 0 26011 TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED ADR SPONSORED 874039100 3558 35260 SH SOLE 0 0 35260 THE CIGNA GROUP COM COM 125523100 3518 12540 SH SOLE 0 0 12540 CGI INC COM CL A COM CL A 12532H104 3108 29488 SH SOLE 0 0 29488 MCDONALD'S CORPORATION COM COM 580135101 3071 10293 SH SOLE 0 0 10293 ESTEE LAUDER COMPANIES INC COM CL A COM CL A 518439104 2870 14618 SH SOLE 0 0 14618 NIKE INC COM CL B COM CL B 654106103 2838 25721 SH SOLE 0 0 25721 LVMH MOET HENNESSY VUITTON SE ADR UNSPONSORED ADR UNSPONSORED 502441306 2794 14800 SH SOLE 0 0 14800 ELEVANCE HEALTH INC COM COM 036752103 2679 6030 SH SOLE 0 0 6030 ACCENTURE PLC COM COM G1151C101 2495 8088 SH SOLE 0 0 8088 RELX PLC ADR SPONSORED ADR SPONSORED 759530108 2480 74192 SH SOLE 0 0 74192 BERKSHIRE HATHAWAY INC COM CL B COM CL B 084670702 2432 7133 SH SOLE 0 0 7133 VIPSHOP HLDGS LTD ADR ADR 92763W103 2388 144747 SH SOLE 0 0 144747 WALMART INC COM COM 931142103 2296 14609 SH SOLE 0 0 14609 COMCAST CORP COM CL A COM CL A 20030N101 2218 53405 SH SOLE 0 0 53405 CANADIAN NATIONAL RAILWAYS CO COM COM 136375102 2207 18235 SH SOLE 0 0 18235 MCKESSON CORPORATION COM COM 58155Q103 2129 4983 SH SOLE 0 0 4983 AMGEN INC COM COM 031162100 2036 9173 SH SOLE 0 0 9173 MASTERCARD INCORPORATED COM CL A COM CL A 57636Q104 2030 5162 SH SOLE 0 0 5162 ARCHER-DANIELS-MIDLAND CO COM COM 039483102 1989 26325 SH SOLE 0 0 26325 SOUTHERN COPPER CORPORATION COM COM 84265V105 1983 27644 SH SOLE 0 0 27644 TJX COS INC COM COM 872540109 1980 23358 SH SOLE 0 0 23358 FERRARI N V COM COM N3167Y103 1770 5443 SH SOLE 0 0 5443 UNILEVER PLC ADR SPONSORED ADR SPONSORED 904767704 1709 32801 SH SOLE 0 0 32801 CISCO SYSTEMS INC COM COM 17275R102 1640 31710 SH SOLE 0 0 31710 NOVARTIS AG ADR SPONSORED ADR SPONSORED 66987V109 1622 16077 SH SOLE 0 0 16077 SHELL PLC ADR SPONSORED ADR SPONSORED 780259305 1603 26561 SH SOLE 0 0 26561 PACCAR INC COM COM 693718108 1583 18935 SH SOLE 0 0 18935 WILLIS TOWERS WATSON PLC COM COM G96629103 1579 6708 SH SOLE 0 0 6708 FEDEX CORP COM COM 31428X106 1548 6246 SH SOLE 0 0 6246 NIPPON TEL & TEL CORP ADR SPONSORED ADR SPONSORED 654624105 1508 51120 SH SOLE 0 0 51120 TOYOTA MOTOR CORP ADR UNSPONSORED ADR UNSPONSORED 892331307 1489 9267 SH SOLE 0 0 9267 AMAZON COM INC COM COM 023135106 1470 11280 SH SOLE 0 0 11280 RAYTHEON TECH CORP COM COM 75513E101 1435 14650 SH SOLE 0 0 14650 ISHARES INC MSCI GBL MIN VOL ETF MSCI GBL MIN VOL ETF 464286525 1433 14619 SH SOLE 0 0 14619 MOTOROLA SOLUTIONS INC COM COM 620076307 1427 4869 SH SOLE 0 0 4869 CME GROUP INC COM COM 12572Q105 1412 7624 SH SOLE 0 0 7624 NORTHROP GRUMMAN CORP COM COM 666807102 1400 3073 SH SOLE 0 0 3073 ASML HOLDING NV ADR SPONSORED ADR SPONSORED N07059210 1379 1903 SH SOLE 0 0 1903 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 1366 12085 SH SOLE 0 0 12085 NICE LTD ADR SPONSORED ADR SPONSORED 653656108 1343 6508 SH SOLE 0 0 6508 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 1304 15617 SH SOLE 0 0 15617 RB GLOBAL INC COM COM 74935Q107 1275 21254 SH SOLE 0 0 21254 PAYPAL HOLDINGS INC COM COM 70450Y103 1262 18920 SH SOLE 0 0 18920 LOCKHEED MARTIN CORP COM COM 539830109 1256 2730 SH SOLE 0 0 2730 LYONDELLBASELL INDUSTRIES N V COM COM N53745100 1253 13654 SH SOLE 0 0 13654 ASTRAZENECA ADR SPONSORED ADR SPONSORED 046353108 1211 16930 SH SOLE 0 0 16930 CHUBB LIMITED COM COM H1467J104 1198 6224 SH SOLE 0 0 6224 FISERV INC COM COM 337738108 1192 9450 SH SOLE 0 0 9450 TRANSPORTADORA DE GAS DEL SUR ADR ADR 893870204 1161 84283 SH SOLE 0 0 84283 AUTOMATIC DATA PROCESSING INC COM COM 053015103 1149 5232 SH SOLE 0 0 5232 NATIONAL GRID ADR SPONSORED ADR SPONSORED 636274409 1148 17064 SH SOLE 0 0 17064 TAKE-TWO INTERACTIVE SOFTWARE COM COM 874054109 1112 7560 SH SOLE 0 0 7560 MARSH & MCLENNAN COMPANIES INC COM COM 571748102 1074 5715 SH SOLE 0 0 5715 WALT DISNEY COMPANY (THE) COM COM 254687106 1071 12006 SH SOLE 0 0 12006 ILLINOIS TOOL WORKS INC COM COM 452308109 1067 4267 SH SOLE 0 0 4267 PROCTER & GAMBLE CO COM COM 742718109 1059 6983 SH SOLE 0 0 6983 MONDELEZ INTL INC COM CL A COM CL A 609207105 1055 14476 SH SOLE 0 0 14476 PNC FINANCIAL SERVICES GROUP COM COM 693475105 1039 8255 SH SOLE 0 0 8255 BERKSHIRE HATHAWAY INC COM CL A COM CL A 084670108 1035 2 SH SOLE 0 0 2 SAP SE ADR SPONSORED ADR SPONSORED 803054204 1008 7375 SH SOLE 0 0 7375 MICRON TECHNOLOGY INC COM COM 595112103 1003 15900 SH SOLE 0 0 15900 PEPSICO INC COM COM 713448108 998 5391 SH SOLE 0 0 5391 COSTCO WHOLESALE CORP COM COM 22160K105 993 1846 SH SOLE 0 0 1846 AFLAC INC COM COM 001055102 971 13922 SH SOLE 0 0 13922 HONDA MOTOR CO ADR SPONSORED ADR SPONSORED 438128308 967 31935 SH SOLE 0 0 31935 COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED ADR SPONSORED 191241108 956 11478 SH SOLE 0 0 11478 THOMSON-REUTERS CORP COM COM 884903808 954 7074 SH SOLE 0 0 7074 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 954 23237 SH SOLE 0 0 23237 SEMPRA COM COM 816851109 937 6439 SH SOLE 0 0 6439 IMPERIAL OIL COM COM 453038408 883 17266 SH SOLE 0 0 17266 EBAY INC COM COM 278642103 858 19220 SH SOLE 0 0 19220 JOHNSON CONTROLS INTL PLC COM COM G51502105 858 12603 SH SOLE 0 0 12603 ACTIVISION BLIZZARD INC COM COM 00507V109 846 10036 SH SOLE 0 0 10036 INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF S&P SML600 VAL ETF 46137V167 821 8785 SH SOLE 0 0 8785 UNION PACIFIC CORP COM COM 907818108 810 3959 SH SOLE 0 0 3959 COCA-COLA CO COM COM 191216100 803 13335 SH SOLE 0 0 13335 SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED ADR SPONSORED 833635105 800 11022 SH SOLE 0 0 11022 REPUBLIC SERVICES INC COM COM 760759100 798 5215 SH SOLE 0 0 5215 BROOKFIELD CORPORATION COM CL A COM CL A 11271J107 793 23569 SH SOLE 0 0 23569 ROGERS COMMUNICATIONS INC COM CL B COM CL B 775109200 768 16840 SH SOLE 0 0 16840 DIAGEO ADR SPONSORED ADR SPONSORED 25243Q205 739 4261 SH SOLE 0 0 4261 CVS HEALTH CORPORATION COM COM 126650100 738 10679 SH SOLE 0 0 10679 INTEL CORP COM COM 458140100 733 21932 SH SOLE 0 0 21932 ABB LTD ADR SPONSORED ADR SPONSORED 000375204 709 18073 SH SOLE 0 0 18073 TARGET CORP COM COM 87612E106 706 5357 SH SOLE 0 0 5357 CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSORED ADR SPONSORED 15234Q207 654 79119 SH SOLE 0 0 79119 BROADCOM INC COM COM 11135F101 652 752 SH SOLE 0 0 752 BRIDGESTONE CORP ADR UNSPONSORED ADR UNSPONSORED 108441205 631 30800 SH SOLE 0 0 30800 AON PLC (IE) COM CL A COM CL A G0403H108 590 1711 SH SOLE 0 0 1711 MERCK & CO INC COM COM 58933Y105 579 5021 SH SOLE 0 0 5021 ORIX CORPORATION ADR SPONSORED ADR SPONSORED 686330101 572 6279 SH SOLE 0 0 6279 ISHARES TRUST INTL DEVPPTY ETF INTL DEVPPTY ETF 464288422 561 21514 SH SOLE 0 0 21514 DR HORTON INC COM COM 23331A109 559 4595 SH SOLE 0 0 4595 TOTAL SE ADR SPONSORED ADR SPONSORED 89151E109 549 9532 SH SOLE 0 0 9532 EURONAV COM COM B38564108 548 36063 SH SOLE 0 0 36063 INFOSYS LTD ADR SPONSORED ADR SPONSORED 456788108 527 32820 SH SOLE 0 0 32820 APTIV PLC COM COM G6095L109 520 5103 SH SOLE 0 0 5103 ISHARES TRUST 1 3 YR TREAS BD ETF 1 3 YR TREAS BD ETF 464287457 511 6308 SH SOLE 0 0 6308 VANGUARD DIV APP ETF DIV APP ETF 921908844 503 3102 SH SOLE 0 0 3102 CHECK POINT SFTWRE COM COM M22465104 492 3924 SH SOLE 0 0 3924 CATERPILLAR INC COM COM 149123101 491 1996 SH SOLE 0 0 1996 ORACLE CORP COM COM 68389X105 489 4113 SH SOLE 0 0 4113 AMERICA MOVIL SAB DE CV ADR SPONSORED ADR SPONSORED 02390A101 481 22251 SH SOLE 0 0 22251 WASTE MANAGEMENT INC COM COM 94106L109 481 2774 SH SOLE 0 0 2774 KOMATSU ADR SPONSORED ADR SPONSORED 500458401 476 17600 SH SOLE 0 0 17600 WISDOMTREE TRUST INTL SMCAP DIV ETF INTL SMCAP DIV ETF 97717W760 475 7995 SH SOLE 0 0 7995 EMERSON ELECTRIC CO COM COM 291011104 452 5008 SH SOLE 0 0 5008 TELEFONICA SA ADR SPONSORED ADR SPONSORED 879382208 449 111484 SH SOLE 0 0 111484 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 422 952 SH SOLE 0 0 952 LOGITECH INTERNATIONAL SA COM COM H50430232 416 7008 SH SOLE 0 0 7008 ALCON AG COM COM H01301128 413 5033 SH SOLE 0 0 5033 AGILENT TECHNOLOGIES INC COM COM 00846U101 408 3400 SH SOLE 0 0 3400 INTERNATIONAL BUS MACH CORP COM COM 459200101 407 3043 SH SOLE 0 0 3043 WIPRO ADR SPONSORED ADR SPONSORED 97651M109 405 85819 SH SOLE 0 0 85819 WEST FRASER TIMBER CO COM COM 952845105 399 4650 SH SOLE 0 0 4650 MR COOPER GROUP INC COM COM 62482R107 396 7832 SH SOLE 0 0 7832 SIRIUS XM HOLDINGS INC COM COM 82968B103 383 84683 SH SOLE 0 0 84683 ALLIANZ SE ADR UNSPONSORED ADR UNSPONSORED 018820100 369 15929 SH SOLE 0 0 15929 SMITH & NEPHEW ADR SPONSORED ADR SPONSORED 83175M205 363 11280 SH SOLE 0 0 11280 CHUNGHWA TELECOM ADR SPONSORED ADR SPONSORED 17133Q502 352 9459 SH SOLE 0 0 9459 RENTOKIL INITIAL ADR SPONSORED ADR SPONSORED 760125104 350 8990 SH SOLE 0 0 8990 CARDINAL HEALTH INC COM COM 14149Y108 349 3700 SH SOLE 0 0 3700 NETEASE INC ADR SPONSORED ADR SPONSORED 64110W102 342 3539 SH SOLE 0 0 3539 SYSCO CORP COM COM 871829107 341 4607 SH SOLE 0 0 4607 BASF SE ADR SPONSORED ADR SPONSORED 055262505 339 28000 SH SOLE 0 0 28000 UNITED PARCEL SERVICE INC COM CL B COM CL B 911312106 336 1879 SH SOLE 0 0 1879 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 330 811 SH SOLE 0 0 811 CAPITAL ONE FINANCIAL CORP COM COM 14040H105 321 2939 SH SOLE 0 0 2939 ISHARES TRUST SP SMCP600VL ETF SP SMCP600VL ETF 464287879 317 3334 SH SOLE 0 0 3334 TE CONNECTIVITY LTD COM COM H84989104 308 2200 SH SOLE 0 0 2200 OPEN TEXT CO COM COM 683715106 308 7418 SH SOLE 0 0 7418 LINDE PLC COM COM G54950103 306 803 SH SOLE 0 0 803 META PLATFORMS INC COM CL A COM CL A 30303M102 303 1059 SH SOLE 0 0 1059 PUBLIC STORAGE COM USD0.10 COM USD0.10 74460D109 290 995 SH SOLE 0 0 995 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 284 1700 SH SOLE 0 0 1700 THERMO FISHER SCIENTIFIC INC COM COM 883556102 277 532 SH SOLE 0 0 532 AUTOZONE INC COM COM 053332102 271 109 SH SOLE 0 0 109 VERIZON COMMUNICATIONS COM COM 92343V104 267 7184 SH SOLE 0 0 7184 SILICON MOTION TECHNOLOGY CORP ADR ADR 82706C108 265 3689 SH SOLE 0 0 3689 SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF SCHWAB FDT US LG ETF 808524771 260 4520 SH SOLE 0 0 4520 BAIDU INC ADR ADR 056752108 259 1899 SH SOLE 0 0 1899 GENERAL DYNAMICS CORP COM COM 369550108 258 1203 SH SOLE 0 0 1203 SCHWAB (CHARLES) CORP COM COM 808513105 255 4510 SH SOLE 0 0 4510 GARMIN LTD COM COM H2906T109 253 2433 SH SOLE 0 0 2433 INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF PRECIOUS METAL ETF 46140H502 246 5000 SH SOLE 0 0 5000 EXPEDTRS INTL WASH COM COM 302130109 246 2037 SH SOLE 0 0 2037 OREILLY AUTOMOTIVE INC NEW COM COM 67103H107 240 252 SH SOLE 0 0 252 VALE S.A. ADR SPONSORED ADR SPONSORED 91912E105 239 17854 SH SOLE 0 0 17854 MOWI ASA ADR SPONSORED ADR SPONSORED 624678108 238 15099 SH SOLE 0 0 15099 AMBEV SA ADR SPONSORED ADR SPONSORED 02319V103 238 75000 SH SOLE 0 0 75000 PHILIP MORRIS INTL INC COM COM 718172109 237 2431 SH SOLE 0 0 2431 WAL-MART DE MEXICO SAB DE CV ADR SPONSORED ADR SPONSORED 93114W107 236 6000 SH SOLE 0 0 6000 SUN LIFE FINANCIAL INC COM COM 866796105 233 4481 SH SOLE 0 0 4481 LIBERTY MEDIA CORPORATION COM COM 531229607 233 7124 SH SOLE 0 0 7124 FOMENTO ECON MEXIC ADR SPONSORED ADR SPONSORED 344419106 231 2088 SH SOLE 0 0 2088 CRH ADR SPONSORED ADR SPONSORED 12626K203 227 4084 SH SOLE 0 0 4084 TEXAS INSTRUMENTS INC COM COM 882508104 226 1256 SH SOLE 0 0 1256 MAGNA INTERNATIONAL INC COM COM 559222401 214 3800 SH SOLE 0 0 3800 HSBC HOLDINGS PLC ADR SPONSORED ADR SPONSORED 404280406 209 5295 SH SOLE 0 0 5295 LAM RESEARCH CORP COM COM 512807108 208 324 SH SOLE 0 0 324 NIDEC CORPORATION ADR SPONSORED ADR SPONSORED 654090109 206 14964 SH SOLE 0 0 14964