Lester Murray Antman dba SimplyRich
233 holdingsFiling period: 2026-03-31Current AUM: $438.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CLASS CLASS C | 95.3K | $27.3M | $34.0M | 7.75% | -479 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 107.2K | $27.2M | $33.1M | 7.55% | -144 | 2026-03-31 |
| 3 | USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | 217.9K | $20.2M | $21.3M | 4.87% | -2,771 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC CLASS CLASS A | 61.7K | $17.7M | $22.0M | 5.01% | -- | 2026-03-31 |
| 5 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 186.3K | $17.0M | $17.3M | 3.95% | -4,543 | 2026-03-31 |
| 6 | EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 222.4K | $14.4M | $15.9M | 3.62% | -3,968 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 34.8K | $11.8M | $14.1M | 3.21% | -- | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 25.8K | $9.6M | $12.0M | 2.73% | -22 | 2026-03-31 |
| 9 | V | VISA INC CLASS CLASS A | 23.6K | $7.1M | $8.6M | 1.97% | -1 | 2026-03-31 |
| 10 | WMT | WALMART INC | 45.7K | $5.7M | $5.1M | 1.16% | -64 | 2026-03-31 |
| 11 | HD | HOME DEPOT INC | 16.9K | $5.6M | $5.6M | 1.28% | -133 | 2026-03-31 |
| 12 | MU | MICRON TECHNOLOGY INC | 15.9K | $5.4M | $13.1M | 2.98% | -- | 2026-03-31 |
| 13 | SCCO | SOUTHERN COPPER CORP | 29.9K | $5.1M | $5.5M | 1.24% | +171 | 2026-03-31 |
| 14 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 26.1K | $5.0M | $5.6M | 1.28% | -- | 2026-03-31 |
| 15 | MCK | MCKESSON CORP | 5.2K | $4.5M | $4.4M | 1.01% | -1 | 2026-03-31 |
| 16 | UNH | UNITEDHEALTH GROUP INC | 15.1K | $4.1M | $6.3M | 1.43% | -100 | 2026-03-31 |
| 17 | TJX | TJX COS INC NEW | 23.4K | $3.7M | $3.7M | 0.84% | -- | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 7.3K | $3.5M | $3.5M | 0.79% | -18 | 2026-03-31 |
| 19 | MCD | MCDONALDS CORP | 10.8K | $3.4M | $2.9M | 0.67% | -19 | 2026-03-31 |
| 20 | CI | THE CIGNA GROUP | 12.5K | $3.3M | $3.5M | 0.79% | -37 | 2026-03-31 |
| 21 | REET | ISHARES GLOBAL REIT ETF | 128.1K | $3.2M | $3.6M | 0.83% | -12,117 | 2026-03-31 |
| 22 | AMGN | AMGEN INC | 9.0K | $3.2M | $3.5M | 0.79% | -- | 2026-03-31 |
| 23 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 84.7K | $3.1M | $4.0M | 0.91% | -1,506 | 2026-03-31 |
| 24 | RTX | RTX CORP | 14.2K | $2.7M | $3.1M | 0.70% | -- | 2026-03-31 |
| 25 | SHEL | SHELL PLC FTENDER OFFER EXP: | 29.3K | $2.7M | $2.7M | 0.61% | -78 | 2026-03-31 |
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