0001838234-24-000003.txt : 20240126
0001838234-24-000003.hdr.sgml : 20240126
20240126132804
ACCESSION NUMBER: 0001838234-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240126
DATE AS OF CHANGE: 20240126
EFFECTIVENESS DATE: 20240126
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lester Murray Antman dba SimplyRich
CENTRAL INDEX KEY: 0001725888
ORGANIZATION NAME:
IRS NUMBER: 000000000
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18236
FILM NUMBER: 24566419
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
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12-31-2023
12-31-2023
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
01-26-2024
0
173
290783
false
INFORMATION TABLE
2
simplyrich13fexport12312023.xml
ABB LTD
SPONSORED ADR
000375204
801
18073
SH
SOLE
0
0
18073
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2838
8088
SH
SOLE
0
0
8088
AFLAC INC
COM
001055102
1148
13920
SH
SOLE
0
0
13920
AGILENT TECHNOLOGIES INC
COM
00846U101
473
3400
SH
SOLE
0
0
3400
ALCON AG
ORD SHS
H01301128
391
5005
SH
SOLE
0
0
5005
ALPHABET INC
CAP STK CL C
02079K107
14069
99831
SH
SOLE
0
0
99831
ALPHABET INC
CAP STK CL A
02079K305
8630
61780
SH
SOLE
0
0
61780
AMAZON COM INC
COM
023135106
1714
11280
SH
SOLE
0
0
11280
AMBEV SA
SPONSORED ADR
02319V103
210
75000
SH
SOLE
0
0
75000
AMCOR PLC
ORD
G0250X107
501
51963
SH
SOLE
0
0
51963
AMERICA MOVIL SAB DE CV
SPON ADS RP CL B
02390A101
403
21735
SH
SOLE
0
0
21735
AMGEN INC
COM
031162100
2642
9173
SH
SOLE
0
0
9173
AON PLC
SHS CL A
G0403H108
498
1711
SH
SOLE
0
0
1711
APPLE INC
COM
037833100
21289
110574
SH
SOLE
0
0
110574
APTIV PLC
SHS
G6095L109
458
5103
SH
SOLE
0
0
5103
ARCHER DANIELS MIDLAND CO
COM
039483102
1899
26293
SH
SOLE
0
0
26293
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1440
1903
SH
SOLE
0
0
1903
ASTRAZENECA PLC
SPONSORED ADR
046353108
1140
16930
SH
SOLE
0
0
16930
AUTOMATIC DATA PROCESSING IN
COM
053015103
1219
5232
SH
SOLE
0
0
5232
AUTOZONE INC
COM
053332102
282
109
SH
SOLE
0
0
109
BAIDU INC
SPON ADR REP A
056752108
210
1761
SH
SOLE
0
0
1761
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2544
7132
SH
SOLE
0
0
7132
BIONTECH SE
SPONSORED ADS
09075V102
252
2391
SH
SOLE
0
0
2391
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
203
6915
SH
SOLE
0
0
6915
BROADCOM INC
COM
11135F101
839
752
SH
SOLE
0
0
752
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
237
5889
SH
SOLE
0
0
5889
BROOKFIELD CORP
CL A LTD VT SH
11271J107
946
23569
SH
SOLE
0
0
23569
CANADIAN NATL RY CO
COM
136375102
2148
17094
SH
SOLE
0
0
17094
CAPITAL ONE FINL CORP
COM
14040H105
385
2939
SH
SOLE
0
0
2939
CARDINAL HEALTH INC
COM
14149Y108
373
3700
SH
SOLE
0
0
3700
CATERPILLAR INC
COM
149123101
590
1996
SH
SOLE
0
0
1996
CENTRAIS ELETRICAS BRASILEIR
SPONSORED ADR
15234Q207
628
72834
SH
SOLE
0
0
72834
CGI INC
CL A SUB VTG
12532H104
3162
29491
SH
SOLE
0
0
29491
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
589
3853
SH
SOLE
0
0
3853
CHUBB LIMITED
COM
H1467J104
1570
6949
SH
SOLE
0
0
6949
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
370
9459
SH
SOLE
0
0
9459
CISCO SYS INC
COM
17275R102
1629
32236
SH
SOLE
0
0
32236
CME GROUP INC
COM
12572Q105
1602
7607
SH
SOLE
0
0
7607
COCA COLA CO
COM
191216100
754
12791
SH
SOLE
0
0
12791
COCA-COLA FEMSA SAB DE CV
SPONSORD ADR REP
191241108
1086
11478
SH
SOLE
0
0
11478
COMCAST CORP NEW
CL A
20030N101
2340
53355
SH
SOLE
0
0
53355
COMPANHIA DE SANEAMENTO BASI
SPONSORED ADR
20441A102
224
14686
SH
SOLE
0
0
14686
COSTCO WHSL CORP NEW
COM
22160K105
1223
1853
SH
SOLE
0
0
1853
CVS HEALTH CORP
COM
126650100
861
10899
SH
SOLE
0
0
10899
D R HORTON INC
COM
23331A109
698
4595
SH
SOLE
0
0
4595
DANAHER CORPORATION
COM
235851102
200
865
SH
SOLE
0
0
865
DIAGEO PLC
SPON ADR NEW
25243Q205
361
2481
SH
SOLE
0
0
2481
DISNEY WALT CO
COM
254687106
1083
11997
SH
SOLE
0
0
11997
DR REDDYS LABS LTD
ADR
256135203
411
5904
SH
SOLE
0
0
5904
EBAY INC.
COM
278642103
838
19220
SH
SOLE
0
0
19220
ELEVANCE HEALTH INC
COM
036752103
2849
6042
SH
SOLE
0
0
6042
EMERSON ELEC CO
COM
291011104
487
5008
SH
SOLE
0
0
5008
EURONAV NV
SHS
B38564108
638
36254
SH
SOLE
0
0
36254
EXPEDITORS INTL WASH INC
COM
302130109
259
2034
SH
SOLE
0
0
2034
FEDEX CORP
COM
31428X106
1580
6246
SH
SOLE
0
0
6246
FERRARI N V
COM
N3167Y103
1842
5443
SH
SOLE
0
0
5443
FISERV INC
COM
337738108
1251
9418
SH
SOLE
0
0
9418
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
272
2088
SH
SOLE
0
0
2088
GARMIN LTD
SHS
H2906T109
312
2428
SH
SOLE
0
0
2428
GENERAL DYNAMICS CORP
COM
369550108
312
1203
SH
SOLE
0
0
1203
GOLD FIELDS LTD
SPONSORED ADR
38059T106
252
17427
SH
SOLE
0
0
17427
HALEON PLC
SPON ADS
405552100
358
43449
SH
SOLE
0
0
43449
HOLLYSYS AUTOMATION TCHNGY L
SHS
G45667105
259
9819
SH
SOLE
0
0
9819
HOME DEPOT INC
COM
437076102
5835
16837
SH
SOLE
0
0
16837
HONDA MOTOR LTD
AMERN SHS
438128308
1003
32433
SH
SOLE
0
0
32433
HSBC HLDGS PLC
SPON ADR NEW
404280406
250
6158
SH
SOLE
0
0
6158
IDEXX LABS INC
COM
45168D104
202
364
SH
SOLE
0
0
364
ILLINOIS TOOL WKS INC
COM
452308109
1118
4267
SH
SOLE
0
0
4267
IMPERIAL OIL LTD
COM NEW
453038408
987
17266
SH
SOLE
0
0
17266
INFOSYS LTD
SPONSORED ADR
456788108
643
34959
SH
SOLE
0
0
34959
INTEL CORP
COM
458140100
1114
22179
SH
SOLE
0
0
22179
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1552
12085
SH
SOLE
0
0
12085
INTERNATIONAL BUSINESS MACHS
COM
459200101
504
3082
SH
SOLE
0
0
3082
INVESCO DB MULTI-SECTOR COMM
PRECIOUS METAL
46140H502
250
5000
SH
SOLE
0
0
5000
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
4105
26011
SH
SOLE
0
0
26011
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
46137V167
932
8686
SH
SOLE
0
0
8686
ISHARES INC
MSCI EMERG MRKT
464286533
13558
243885
SH
SOLE
0
0
243885
ISHARES INC
MSCI GBL MIN VOL
464286525
1444
14390
SH
SOLE
0
0
14390
ISHARES TR
MSCI USA MIN VOL
46429B697
14793
189578
SH
SOLE
0
0
189578
ISHARES TR
MSCI EAFE MIN VL
46429B689
13037
188022
SH
SOLE
0
0
188022
ISHARES TR
GLOBAL REIT ETF
46434V647
7822
323488
SH
SOLE
0
0
323488
ISHARES TR
INTL DEVPPTY ETF
464288422
613
21384
SH
SOLE
0
0
21384
ISHARES TR
1 3 YR TREAS BD
464287457
509
6202
SH
SOLE
0
0
6202
ISHARES TR
SP SMCP600VL ETF
464287879
344
3334
SH
SOLE
0
0
3334
JOHNSON CTLS INTL PLC
SHS
G51502105
726
12603
SH
SOLE
0
0
12603
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
270
1700
SH
SOLE
0
0
1700
LAM RESEARCH CORP
COM
512807108
254
324
SH
SOLE
0
0
324
LAUDER ESTEE COS INC
CL A
518439104
2054
14046
SH
SOLE
0
0
14046
LINDE PLC
SHS
G54950103
729
1776
SH
SOLE
0
0
1776
LOCKHEED MARTIN CORP
COM
539830109
1237
2729
SH
SOLE
0
0
2729
LOGITECH INTL S A
SHS
H50430232
666
7004
SH
SOLE
0
0
7004
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1298
13654
SH
SOLE
0
0
13654
MAGNA INTL INC
COM
559222401
225
3800
SH
SOLE
0
0
3800
MARSH & MCLENNAN COS INC
COM
571748102
1083
5716
SH
SOLE
0
0
5716
MASTERCARD INCORPORATED
CL A
57636Q104
2202
5162
SH
SOLE
0
0
5162
MCDONALDS CORP
COM
580135101
3053
10298
SH
SOLE
0
0
10298
MCKESSON CORP
COM
58155Q103
2312
4993
SH
SOLE
0
0
4993
MERCK & CO INC
COM
58933Y105
547
5021
SH
SOLE
0
0
5021
META PLATFORMS INC
CL A
30303M102
375
1059
SH
SOLE
0
0
1059
MICRON TECHNOLOGY INC
COM
595112103
1357
15900
SH
SOLE
0
0
15900
MICROSOFT CORP
COM
594918104
9930
26408
SH
SOLE
0
0
26408
MONDELEZ INTL INC
CL A
609207105
1049
14480
SH
SOLE
0
0
14480
MOTOROLA SOLUTIONS INC
COM NEW
620076307
1524
4869
SH
SOLE
0
0
4869
MR COOPER GROUP INC
COM
62482R107
510
7832
SH
SOLE
0
0
7832
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
1116
16419
SH
SOLE
0
0
16419
NETEASE INC
SPONSORED ADS
64110W102
330
3537
SH
SOLE
0
0
3537
NIKE INC
CL B
654106103
2793
25721
SH
SOLE
0
0
25721
NORTHROP GRUMMAN CORP
COM
666807102
1436
3067
SH
SOLE
0
0
3067
NOVARTIS AG
SPONSORED ADR
66987V109
1623
16077
SH
SOLE
0
0
16077
NOVO-NORDISK A S
ADR
670100205
8951
86528
SH
SOLE
0
0
86528
NUTRIEN LTD
COM
67077M108
265
4698
SH
SOLE
0
0
4698
OPEN TEXT CORP
COM
683715106
311
7405
SH
SOLE
0
0
7405
ORACLE CORP
COM
68389X105
434
4113
SH
SOLE
0
0
4113
OREILLY AUTOMOTIVE INC
COM
67103H107
239
252
SH
SOLE
0
0
252
ORIX CORP
SPONSORED ADR
686330101
586
6279
SH
SOLE
0
0
6279
PACCAR INC
COM
693718108
1849
18934
SH
SOLE
0
0
18934
PAYPAL HLDGS INC
COM
70450Y103
1162
18920
SH
SOLE
0
0
18920
PEARSON PLC
SPONSORED ADR
705015105
356
28941
SH
SOLE
0
0
28941
PEPSICO INC
COM
713448108
916
5391
SH
SOLE
0
0
5391
PHILIP MORRIS INTL INC
COM
718172109
229
2431
SH
SOLE
0
0
2431
PNC FINL SVCS GROUP INC
COM
693475105
1278
8255
SH
SOLE
0
0
8255
PROCTER AND GAMBLE CO
COM
742718109
1021
6964
SH
SOLE
0
0
6964
PUBLIC STORAGE
COM
74460D109
306
1003
SH
SOLE
0
0
1003
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1229
14605
SH
SOLE
0
0
14605
RB GLOBAL INC
COM
74935Q107
1421
21244
SH
SOLE
0
0
21244
RELX PLC
SPONSORED ADR
759530108
3001
75679
SH
SOLE
0
0
75679
REPUBLIC SVCS INC
COM
760759100
860
5215
SH
SOLE
0
0
5215
RIO TINTO PLC
SPONSORED ADR
767204100
322
4330
SH
SOLE
0
0
4330
ROGERS COMMUNICATIONS INC
CL B
775109200
407
8704
SH
SOLE
0
0
8704
SAP SE
SPON ADR
803054204
1140
7375
SH
SOLE
0
0
7375
SCHWAB CHARLES CORP
COM
808513105
310
4510
SH
SOLE
0
0
4510
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
280
4520
SH
SOLE
0
0
4520
SEMPRA
COM
816851109
920
12313
SH
SOLE
0
0
12313
SHELL PLC
SPON ADS
780259305
1750
26590
SH
SOLE
0
0
26590
SIRIUS XM HOLDINGS INC
COM
82968B103
463
84683
SH
SOLE
0
0
84683
SONY GROUP CORPORATION
SPONSORED ADR
835699307
771
8146
SH
SOLE
0
0
8146
SOUTHERN COPPER CORP
COM
84265V105
2379
27644
SH
SOLE
0
0
27644
SPDR GOLD TR
GOLD SHS
78463V107
208
1089
SH
SOLE
0
0
1089
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1016
23237
SH
SOLE
0
0
23237
SPDR S&P 500 ETF TR
TR UNIT
78462F103
452
952
SH
SOLE
0
0
952
SUN LIFE FINANCIAL INC.
COM
866796105
232
4474
SH
SOLE
0
0
4474
SYSCO CORP
COM
871829107
337
4607
SH
SOLE
0
0
4607
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
3667
35260
SH
SOLE
0
0
35260
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1217
7560
SH
SOLE
0
0
7560
TARGET CORP
COM
87612E106
763
5357
SH
SOLE
0
0
5357
TE CONNECTIVITY LTD
SHS
H84989104
309
2200
SH
SOLE
0
0
2200
TELEFONICA S A
SPONSORED ADR
879382208
458
117548
SH
SOLE
0
0
117548
TEXAS INSTRS INC
COM
882508104
214
1257
SH
SOLE
0
0
1257
THE CIGNA GROUP
COM
125523100
3755
12540
SH
SOLE
0
0
12540
THERMO FISHER SCIENTIFIC INC
COM
883556102
264
498
SH
SOLE
0
0
498
THOMSON REUTERS CORP.
COM
884903808
1034
7074
SH
SOLE
0
0
7074
TJX COS INC NEW
COM
872540109
2191
23358
SH
SOLE
0
0
23358
TOTALENERGIES SE
SPONSORED ADS
89151E109
699
10379
SH
SOLE
0
0
10379
TOYOTA MOTOR CORP
ADS
892331307
1712
9336
SH
SOLE
0
0
9336
TRANSPORTADORA DE GAS SUR
SPONSORED ADS B
893870204
1025
67925
SH
SOLE
0
0
67925
TRIP COM GROUP LTD
ADS
89677Q107
210
5830
SH
SOLE
0
0
5830
UNILEVER PLC
SPON ADR NEW
904767704
1560
32174
SH
SOLE
0
0
32174
UNION PAC CORP
COM
907818108
972
3959
SH
SOLE
0
0
3959
UNITED PARCEL SERVICE INC
CL B
911312106
254
1614
SH
SOLE
0
0
1614
UNITEDHEALTH GROUP INC
COM
91324P102
7994
15185
SH
SOLE
0
0
15185
VALE S A
SPONSORED ADS
91912E105
510
32173
SH
SOLE
0
0
32173
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1375
15564
SH
SOLE
0
0
15564
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
354
811
SH
SOLE
0
0
811
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
529
3102
SH
SOLE
0
0
3102
VERIZON COMMUNICATIONS INC
COM
92343V104
283
7500
SH
SOLE
0
0
7500
VIPSHOP HOLDINGS LIMITED
SPONSORED ADS A
92763W103
2557
143978
SH
SOLE
0
0
143978
VISA INC
COM CL A
92826C839
6156
23645
SH
SOLE
0
0
23645
WALMART INC
COM
931142103
2308
14642
SH
SOLE
0
0
14642
WASTE MGMT INC DEL
COM
94106L109
497
2774
SH
SOLE
0
0
2774
WHEATON PRECIOUS METALS CORP
COM
962879102
207
4201
SH
SOLE
0
0
4201
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
539
2235
SH
SOLE
0
0
2235
WIPRO LTD
SPON ADR 1 SH
97651M109
873
156679
SH
SOLE
0
0
156679
WISDOMTREE TR
INTL SMCAP DIV
97717W760
510
7995
SH
SOLE
0
0
7995