0001800745-22-000002.txt : 20220107
0001800745-22-000002.hdr.sgml : 20220107
20220107155517
ACCESSION NUMBER: 0001800745-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220107
DATE AS OF CHANGE: 20220107
EFFECTIVENESS DATE: 20220107
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: 22518106
BUSINESS ADDRESS:
BUSINESS PHONE: 866-589-0430
MAIL ADDRESS:
STREET 1: 2601 JEFFERSON STREET #407
CITY: CARLSBAD
STATE: CA
ZIP: 92008
13F-HR
1
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0001725888
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12-31-2021
12-31-2021
Lester Murray Antman dba SimplyRich
2601 JEFFERSON STREET #407
CARLSBAD
CA
92008
13F HOLDINGS REPORT
028-18236
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
01-07-2022
0
171
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INFORMATION TABLE
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simplyrich13fexport12312021.xml
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COM
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8088
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0
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ACTIVISION BLIZZARD INC COM
COM
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663
9961
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AFLAC INC COM
COM
001055102
922
15783
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SOLE
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AGILENT TECHNOLOGIES INC COM
COM
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667
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MERCK & CO INC COM
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MICROSOFT CORP COM
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PACCAR INC COM
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9076
SH
SOLE
0
0
0
9076
UNILEVER PLC ADR SPONSORED
ADR SPONSORED
904767704
1732
32198
SH
SOLE
0
0
0
32198
UNION PACIFIC CORP COM
COM
907818108
1098
4358
SH
SOLE
0
0
0
4358
UNITED PARCEL SERVICE INC COM CL B
COM CL B
911312106
406
1892
SH
SOLE
0
0
0
1892
UNITEDHEALTH GROUP INC COM
COM
91324P102
7699
15332
SH
SOLE
0
0
0
15332
VANGUARD DIV APP ETF
DIV APP ETF
921908844
533
3102
SH
SOLE
0
0
0
3102
VANGUARD REAL ESTATE ETF
REAL ESTATE ETF
922908553
2409
20762
SH
SOLE
0
0
0
20762
VANGUARD S&P 500 ETF SHS
S&P 500 ETF SHS
922908363
354
811
SH
SOLE
0
0
0
811
VERIZON COMMUNICATIONS COM
COM
92343V104
626
12055
SH
SOLE
0
0
0
12055
VISA INC COM CL A
COM CL A
92826C839
5170
23855
SH
SOLE
0
0
0
23855
WAL-MART DE MEXICO SAB DE CV ADR SPONSORED
ADR SPONSORED
93114W107
224
6000
SH
SOLE
0
0
0
6000
WALMART INC COM
COM
931142103
2160
14927
SH
SOLE
0
0
0
14927
WALT DISNEY COMPANY (THE) COM
COM
254687106
1924
12420
SH
SOLE
0
0
0
12420
WASTE MANAGEMENT INC COM
COM
94106L109
545
3267
SH
SOLE
0
0
0
3267
WIPRO ADR SPONSORED
ADR SPONSORED
97651M109
1142
117047
SH
SOLE
0
0
0
117047
WISDOMTREE TRUST EMG MKTS SMCAP ETF
EMG MKTS SMCAP ETF
97717W281
589
11122
SH
SOLE
0
0
0
11122
WISDOMTREE TRUST GLB EX US RL EST ETF
GLB EX US RL EST ETF
97717W331
322
13212
SH
SOLE
0
0
0
13212
WISDOMTREE TRUST INTL SMCAP DIV ETF
INTL SMCAP DIV ETF
97717W760
600
8142
SH
SOLE
0
0
0
8142
ZYNGA INC COM CL A
COM CL A
98986T108
1192
186228
SH
SOLE
0
0
0
186228