13F-HR filed by Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-07, with 74 holding rows worth $108,806,000.
- Accession
- 0001725888-19-000002
- Filer
- CIK 1725888
- Filed
- 2019-02-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2018
A holdings report, 74 entries on the cover page, a total value of $108,806,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $108,806,000 with VALUE read as thousands by filing date, 13F file number 028-18236. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 121,566 | $8,095,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 140,626 | $7,853,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 151,035 | $7,845,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 28,600 | $4,468,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 15,848 | $3,902,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 24,501 | $3,208,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 17,461 | $2,972,000 | thousands by filing date | |
| Guggenheim S&P 500 Equal Weighted ETf | 78355W106 | Equity | 30,766 | $2,790,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 26,819 | $2,692,000 | thousands by filing date | |
| CIGNA CORPORATION | 125509109 | COM | 13,791 | $2,629,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 31,305 | $2,328,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 48,656 | $2,040,000 | thousands by filing date | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 43,154 | $1,978,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 26,345 | $1,932,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 55,396 | $1,903,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 10,671 | $1,873,000 | thousands by filing date | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 14,496 | $1,864,000 | thousands by filing date | |
| GROUPE CGI INC | 39945C109 | CL A SUB VTG | 29,840 | $1,792,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 19,370 | $1,613,000 | thousands by filing date | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 75,989 | $1,565,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 30,486 | $1,425,000 | thousands by filing date | |
| RYDEX ETF TRUST | 78355W700 | GUG S&P SC600 PV | 24,621 | $1,417,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 16,537 | $1,410,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 14,623 | $1,347,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 31,416 | $1,344,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 35,576 | $1,321,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W331 | NEW ECON REAL ES | 46,624 | $1,291,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 11,998 | $1,287,000 | thousands by filing date | |
| CANADIANNATLRYCOF | 136375102 | STOK | 16,547 | $1,218,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 13,881 | $1,144,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 24,883 | $1,125,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 18,451 | $1,111,000 | thousands by filing date | |
| Nippon Telegraph Telephone Corp | 654624105 | Equity | 26,742 | $1,088,000 | thousands by filing date | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 12,913 | $1,045,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 23,237 | $1,027,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 23,358 | $1,023,000 | thousands by filing date | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 13,033 | $983,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 18,401 | $957,000 | thousands by filing date | |
| ISHARES TR | 464288422 | S&P DEV EX-US | 27,058 | $933,000 | thousands by filing date | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 14,483 | $917,000 | thousands by filing date | |
| SHAW COMMUNICATIONS INC | 82028K200 | CL B CONV | 49,448 | $896,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 11,954 | $890,000 | thousands by filing date | |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 502441306 | AMERICAN DEPOSITORY | 14,800 | $859,000 | thousands by filing date | |
| CHINA PETROLEUM AND CHEMICAL-A | 16941R108 | SPON ADR H SHS | 11,689 | $815,000 | thousands by filing date | |
| UNILEVER N V | 904784709 | N Y SHS NEW | 15,053 | $805,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 11,261 | $734,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 186,228 | $724,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 15,500 | $710,000 | thousands by filing date | |
| POWERSHARES FTSE RAFI DEVELOPED MARKETS | 73936T771 | COMMON | 24,477 | $676,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 12,547 | $668,000 | thousands by filing date | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 68,712 | $648,000 | thousands by filing date | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 16,930 | $639,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 22,394 | $637,000 | thousands by filing date | |
| BROOKFIELD ASSET MANAGEMENT IN | 112585104 | CL A LTD VT SH | 16,506 | $627,000 | thousands by filing date | |
| CARNIVAL PLC ADS | 14365C103 | ADR | 12,890 | $622,000 | thousands by filing date | |
| ANNALY CAPITAL MANAGEMENT | 035710409 | COM | 62,558 | $617,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 15,200 | $606,000 | thousands by filing date | |
| BRIDGESTONE CORP ADR | 108441205 | USD | 30,800 | $591,000 | thousands by filing date | |
| CHINA TELECOM CORP LTD | 169426103 | SPON ADR H SHS | 11,604 | $589,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 12,256 | $578,000 | thousands by filing date | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 142,940 | $557,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 19,520 | $551,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 17,400 | $549,000 | thousands by filing date | |
| Basf Se-Spon Adr | 055262505 | Equity | 30,584 | $531,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 90,100 | $515,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 10,509 | $492,000 | thousands by filing date | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 43,900 | $467,000 | thousands by filing date | |
| CBS CORP NEW | 124857202 | CL B | 10,100 | $438,000 | thousands by filing date | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 21,575 | $408,000 | thousands by filing date | |
| Komatsu Ltd. | 500458401 | COM | 17,600 | $382,000 | thousands by filing date | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 11,521 | $352,000 | thousands by filing date | |
| ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | 018805101 | ADR | 16,891 | $339,000 | thousands by filing date | |
| Marine Harvest ASA | 56824R205 | ADR | 15,099 | $316,000 | thousands by filing date | |
| SUN HUNG K | 86676H302 | USD | 15,700 | $223,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001725888-19-000002 | this filing | 2019-02-07 | acceptance time not in the bulk data set |