0001725888-18-000001.txt : 20180131 0001725888-18-000001.hdr.sgml : 20180131 20180131132805 ACCESSION NUMBER: 0001725888-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180131 DATE AS OF CHANGE: 20180131 EFFECTIVENESS DATE: 20180131 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: 18561925 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 13F-HR LIVE false true false 0001725888 XXXXXXXX 12-31-2017 12-31-2017 Lester Murray Antman dba SimplyRich

2601 JEFFERSON STREET #407 CARLSBAD CA 92008

13F HOLDINGS REPORT 028-18236 N Cindi Hill 619.795.5986 Cindi Hill San Diego CA 01-31-2018 0 162 178860 false INFORMATION TABLE 2 Francis13F12.31.17.xml ISHARES TR S&P 100 ETF 464287101 226 1905 SH SOLE 0 0 1905 VANGUARD INDEX FDS TOTAL STK MKT 922908769 227 1653 SH SOLE 0 0 1653 ISHARES TR RUS 1000 VAL ETF 464287598 291 2340 SH SOLE 0 0 2340 DISNEY WALT CO COM DISNEY 254687106 299 2783 SH SOLE 0 0 2783 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 309 3791 SH SOLE 0 0 3791 DBX ETF TR XTRACK MSCI EURP 233051853 379 13326 SH SOLE 0 0 13326 ALTRIA GROUP INC COM 02209S103 392 5484 SH SOLE 0 0 5484 ISHARES TR RUSSELL 3000 ETF 464287689 395 2496 SH SOLE 0 0 2496 APPLE INC COM 037833100 441 2607 SH SOLE 0 0 2607 ISHARES TR CORE S&P500 ETF 464287200 525 1952 SH SOLE 0 0 1952 CORNING INC COM 219350105 634 19821 SH SOLE 0 0 19821 COLGATE PALMOLIVE CO COM 194162103 738 9778 SH SOLE 0 0 9778 VANGUARD TAX MANAGED INT FTSE DEV MKT ETF 921943858 884 19700 SH SOLE 0 0 19700 ISHARES TR RUSSELL 2000 ETF 464287655 1061 6956 SH SOLE 0 0 6956 PHILIP MORRIS INTL INC COM 718172109 1434 13577 SH SOLE 0 0 13577 VANGUARD WHITEHALL FDS I HIGH DIV YLD 921946406 2953 34484 SH SOLE 0 0 34484 VANGUARD INTL EQUITY IND FTSE EUROPE ETF 922042874 3564 60246 SH SOLE 0 0 60246 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5169 21075 SH SOLE 0 0 21075 VANGUARD INTL EQUITY IND FTSE EMR MKT ETF 922042858 8069 175753 SH SOLE 0 0 175753 FACEBOOK INC CL A 30303M102 18364 104070 SH SOLE 0 0 104070