13F-HR filed by Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-04, with 170 holding rows worth $285,878,000.
- Accession
- 0001906967-22-000004
- Filer
- CIK 1725888
- Filed
- 2022-05-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 170 entries on the cover page, a total value of $285,878,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $285,878,000 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 |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 112,556 | $19,653,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,117 | $14,291,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 180,941 | $14,035,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 220,107 | $13,433,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 171,911 | $12,401,000 | thousands by filing date | |
| iShares Global REIT ETF | 46434V647 | SHS | 403,073 | $11,773,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,089 | $8,591,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 26,535 | $8,181,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 15,308 | $7,806,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 23,799 | $5,277,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 16,831 | $5,038,000 | thousands by filing date | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 42,578 | $4,728,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 26,201 | $4,132,000 | thousands by filing date | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 14,652 | $3,990,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 34,611 | $3,608,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 26,053 | $3,505,000 | thousands by filing date | |
| Cigna Corporation | 125523100 | COM | 12,537 | $3,003,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 6,028 | $2,961,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 8,088 | $2,727,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 10,311 | $2,549,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 54,436 | $2,548,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,139 | $2,519,000 | thousands by filing date | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 27,676 | $2,498,000 | thousands by filing date | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 29,074 | $2,320,000 | thousands by filing date | |
| CANADIANNATLRYCOF | 136375102 | STOK | 17,045 | $2,286,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 9,173 | $2,218,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 20,426 | $2,213,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 14,789 | $2,202,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 18,920 | $2,188,000 | thousands by filing date | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 68,804 | $2,139,000 | thousands by filing date | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 27,846 | $2,113,000 | thousands by filing date | |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 502441306 | AMERICAN DEPOSITORY | 14,800 | $2,110,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 8,667 | $2,061,000 | thousands by filing date | |
| TC ENERGY CORP | 87807B107 | COM | 35,891 | $2,024,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 33,360 | $1,860,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 5,173 | $1,848,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 564 | $1,838,000 | thousands by filing date | |
| GENMAB A/S | 372303206 | Ordinary Shares, nominal value DKK 1 per share | 50,044 | $1,810,000 | thousands by filing date | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 31,211 | $1,771,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 186,228 | $1,720,000 | thousands by filing date | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 7,751 | $1,697,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 12,137 | $1,664,000 | thousands by filing date | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 8,934 | $1,610,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 12,176 | $1,608,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 17,443 | $1,530,000 | thousands by filing date | |
| MCKESSON CORP COM | 58155Q103 | Stock | 4,982 | $1,525,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 8,255 | $1,522,000 | thousands by filing date | |
| Nippon Telegraph Telephone Corp | 654624105 | Equity | 51,120 | $1,488,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 32,114 | $1,463,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 29,474 | $1,460,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 14,597 | $1,446,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 6,246 | $1,445,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 23,393 | $1,417,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 13,654 | $1,403,000 | thousands by filing date | |
| BROOKFIELD ASSET MANAGEMENT IN | 112585104 | CL A LTD VT SH | 24,758 | $1,400,000 | thousands by filing date | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 3,067 | $1,371,000 | thousands by filing date | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 2,027 | $1,353,000 | thousands by filing date | |
| PACCAR INC COM | 693718108 | Stock | 14,521 | $1,278,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 23,237 | $1,255,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 15,900 | $1,238,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 2,769 | $1,222,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 4,358 | $1,190,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 5,228 | $1,189,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 5,550 | $1,187,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,059 | $1,185,000 | thousands by filing date | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 4,869 | $1,179,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 5,357 | $1,136,000 | thousands by filing date | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 16,930 | $1,123,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 11,058 | $1,119,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 19,220 | $1,100,000 | thousands by filing date | |
| SEMPRA COM | 816851109 | Stock | 6,445 | $1,083,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 7,037 | $1,075,000 | thousands by filing date | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 10,155 | $1,064,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,057,000 | thousands by filing date | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 11,878 | $1,016,000 | thousands by filing date | |
| AFLAC INC COM | 001055102 | Stock | 15,592 | $1,003,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 5,778 | $984,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 9,450 | $958,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 15,024 | $943,000 | thousands by filing date | |
| SAP SE SPON ADR | 803054204 | ADR | 8,223 | $912,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 5,391 | $902,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 4,267 | $893,000 | thousands by filing date | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 35,400 | $881,000 | thousands by filing date | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 9,719 | $873,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 14,052 | $871,000 | thousands by filing date | |
| INVESCO S&P SMALLCAP 600PURE VALUE ETF | 46137V167 | ETF | 8,821 | $853,000 | thousands by filing date | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 17,266 | $834,000 | thousands by filing date | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 12,603 | $826,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 7,441 | $809,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 9,988 | $800,000 | thousands by filing date | |
| ISHARES TR | 464288422 | S&P DEV EX-US | 21,514 | $761,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 4,880 | $726,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,216 | $715,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 5,215 | $690,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 13,087 | $666,000 | thousands by filing date | |
| ORIX CORP SPONSORED ADR | 686330101 | ADR | 6,572 | $656,000 | thousands by filing date | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 12,500 | $641,000 | thousands by filing date | |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 191241108 | ADR | 11,397 | $626,000 | thousands by filing date | |
| AXIA ENERGIA SA | 15234Q207 | SPONSORED ADR | 79,119 | $625,000 | thousands by filing date | |
| APTIV PLC | G6095L109 | SHS | 5,103 | $610,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 8,822 | $605,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 7,256 | $604,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 90,157 | $596,000 | thousands by filing date | |
| BRIDGESTONE CORP ADR | 108441205 | USD | 30,800 | $595,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 931 | $586,000 | thousands by filing date | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 18,075 | $584,000 | thousands by filing date | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 7,396 | $568,000 | thousands by filing date | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,711 | $557,000 | thousands by filing date | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 70,847 | $546,000 | thousands by filing date | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 2,628 | $533,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 2,292 | $510,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 9,472 | $504,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,102 | $503,000 | thousands by filing date | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 11,874 | $500,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,008 | $491,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 2,919 | $462,000 | thousands by filing date | |
| SHELL PLC SPON ADS | 780259305 | ADR | 8,255 | $453,000 | thousands by filing date | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 3,416 | $452,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 952 | $429,000 | thousands by filing date | |
| Komatsu Ltd. | 500458401 | COM | 17,600 | $422,000 | thousands by filing date | |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 17133Q502 | ADR | 9,459 | $420,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,021 | $411,000 | thousands by filing date | |
| Basf Se-Spon Adr | 055262505 | Equity | 28,800 | $408,000 | thousands by filing date | |
| Mowi ASA ADR | 624678108 | COM | 15,099 | $406,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,882 | $403,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 3,022 | $392,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,939 | $385,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 4,541 | $382,000 | thousands by filing date | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 969 | $378,000 | thousands by filing date | |
| ALLIANZ SE | 018820100 | Common stock | 15,929 | $378,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 4,607 | $376,000 | thousands by filing date | |
| CMB.TECH NV SHS | B38564108 | Stock | 34,435 | $363,000 | thousands by filing date | |
| MR COOPER GROUP INC | 62482R107 | COM | 7,832 | $357,000 | thousands by filing date | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 4,151 | $352,000 | thousands by filing date | |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | 358029106 | ADR | 10,372 | $349,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 4,595 | $342,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 3,334 | $341,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 4,113 | $340,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 811 | $336,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229607 | COM C SIRIUSXM | 7,300 | $333,000 | thousands by filing date | |
| AMERICA MOVIL SA DE CV-ADR | 02364W105 | SPON ADR L SHS | 15,448 | $326,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 551 | $325,000 | thousands by filing date | |
| CHINA PETROLEUM AND CHEMICAL-A | 16941R108 | SPON ADR H SHS | 6,391 | $316,000 | thousands by filing date | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 3,802 | $305,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W331 | NEW ECON REAL ES | 13,212 | $305,000 | thousands by filing date | |
| NIDEC CORP | 654090109 | COMMON STOCK-FO | 14,964 | $296,000 | thousands by filing date | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 32,251 | $290,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,203 | $290,000 | thousands by filing date | |
| RITCHIE BROS AUCTIONEERS | 767744105 | COM | 4,900 | $289,000 | thousands by filing date | |
| TE CONNECTIVITY LTD | H84989104 | SHS | 2,200 | $288,000 | thousands by filing date | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 1,700 | $268,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 4,520 | $264,000 | thousands by filing date | |
| INVESCO DB PRECIOUS METALS FUND | 46140H502 | ETF | 5,109 | $264,000 | thousands by filing date | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 1,893 | $256,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 872 | $255,000 | thousands by filing date | |
| ALCON AG ORD SHS | H01301128 | Stock | 3,225 | $255,000 | thousands by filing date | |
| WALMART DE MEXICO SPON ADR SER V | 93114W107 | COM | 6,000 | $246,000 | thousands by filing date | |
| MAGNA INTL INC COM | 559222401 | Stock | 3,800 | $244,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 26,620 | $243,000 | thousands by filing date | |
| KUBOTA CORP ADR | 501173207 | USD | 2,600 | $243,000 | thousands by filing date | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 75,000 | $242,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 2,357 | $236,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 1,256 | $230,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 2,431 | $228,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 885 | $222,000 | thousands by filing date | |
| AUTOZONE INC COM | 053332102 | Stock | 109 | $222,000 | thousands by filing date | |
| ENBRIDGE INC COM | 29250N105 | Stock | 4,780 | $220,000 | thousands by filing date | |
| ULTRAPAR PARTICIPACOES SA | 90400P101 | SP ADR REP COM | 70,743 | $214,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 2,362 | $211,000 | thousands by filing date | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 3,700 | $209,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001906967-22-000004 | this filing | 2022-05-04 | acceptance time not in the bulk data set |