0001725888-18-000005.txt : 20180802 0001725888-18-000005.hdr.sgml : 20180802 20180802151603 ACCESSION NUMBER: 0001725888-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180802 DATE AS OF CHANGE: 20180802 EFFECTIVENESS DATE: 20180802 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: 18987964 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 06-30-2018 06-30-2018 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 08-02-2018 0 160 174231 false
INFORMATION TABLE 2 SimplyRich13F06.30.18.xml COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 34 16800 SH SOLE 16800 0 0 WIPRO LTD COM 97651M109 91 19020 SH SOLE 19020 0 0 LG DISPLAY CO LTD SPONS ADR REP 50186V102 179 21775 SH SOLE 21775 0 0 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 195 42306 SH SOLE 42306 0 0 Kubota Corp ADR 501173207 204 2600 SH SOLE 2600 0 0 GILDAN ACTIVEWEAR INC COM 375916103 205 7291 SH SOLE 7291 0 0 PUBLIC STORAGE COM 74460D109 206 910 SH SOLE 910 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 210 3400 SH SOLE 3400 0 0 CK HUTCHISON HLDGS COM 12562Y100 213 20200 SH SOLE 20200 0 0 VALERO ENERGY CORP NEW COM 91913Y100 218 1971 SH SOLE 1971 0 0 MAGNA INTL INC COM 559222401 221 3800 SH SOLE 3800 0 0 RYDEX ETF TRUST GUG EMK CTR ETF 78355W536 223 6991 SH SOLE 6991 0 0 Siemens AG ADR 826197501 227 3440 SH SOLE 3440 0 0 AON PLC SHS CL A G0408V102 235 1711 SH SOLE 1711 0 0 Sun Hung Kai Properties Limited ADR 86676H302 239 15700 SH SOLE 15700 0 0 EXPEDIA INC DEL COM NEW 30212P303 247 2057 SH SOLE 2057 0 0 UNITED TECHNOLOGIES CORP COM 913017109 248 1980 SH SOLE 1980 0 0 PHILIP MORRIS INTL INC COM 718172109 255 3157 SH SOLE 3157 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 257 2421 SH SOLE 2421 0 0 BIOGEN INC COM 09062X103 257 885 SH SOLE 885 0 0 WEYERHAEUSER CO COM 962166104 261 7168 SH SOLE 7168 0 0 Nidec Corporation ADR 654090109 281 7482 SH SOLE 7482 0 0 SEMPRA ENERGY COM 816851109 292 2518 SH SOLE 2518 0 0 NUCOR CORP COM 670346105 300 4800 SH SOLE 4800 0 0 Marine Harvest ASA COM 56824R205 300 15099 SH SOLE 15099 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 303 2981 SH SOLE 2981 0 0 MERCK & CO INC COM 58933Y105 305 5021 SH SOLE 5021 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 314 6667 SH SOLE 6667 0 0 GENERAL DYNAMICS CORP COM 369550108 323 1735 SH SOLE 1735 0 0 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 331 7300 SH SOLE 7300 0 0 HONEYWELL INTL INC COM 438516106 338 2349 SH SOLE 2349 0 0 ELECTRONIC ARTS INC COM 285512109 339 2405 SH SOLE 2405 0 0 Allianz SE ADR 018805101 346 16891 SH SOLE 16891 0 0 CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 352 9790 SH SOLE 9790 0 0 EMERSON ELEC CO COM 291011104 361 5228 SH SOLE 5228 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 362 1829 SH SOLE 1829 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 364 5814 SH SOLE 5814 0 0 EXXON MOBIL CORP COM 30231G102 369 4455 SH SOLE 4455 0 0 REPUBLIC SVCS INC COM 760759100 370 5411 SH SOLE 5411 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 371 2575 SH SOLE 2575 0 0 SCHLUMBERGER LTD COM 806857108 376 5615 SH SOLE 5615 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 381 8580 SH SOLE 8580 0 0 SYSCO CORP COM 871829107 386 5657 SH SOLE 5657 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 405 8057 SH SOLE 8057 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 413 7200 SH SOLE 7200 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 415 7554 SH SOLE 7554 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 432 3092 SH SOLE 3092 0 0 HCA HEALTHCARE INC COM 40412C101 437 4257 SH SOLE 4257 0 0 MARSH & MCLENNAN COS INC COM 571748102 447 5454 SH SOLE 5454 0 0 ABB LTD SPONSORED ADR 000375204 470 21575 SH SOLE 21575 0 0 SIMON PPTY GROUP INC NEW COM 828806109 481 2825 SH SOLE 2825 0 0 PACCAR INC COM 693718108 483 7800 SH SOLE 7800 0 0 Komatsu Ltd COM 500458401 501 17600 SH SOLE 17600 0 0 SOUTHERN COPPER CORP COM 84265V105 540 11521 SH SOLE 11521 0 0 ISHARES TR SP SMCP600VL ETF 464287879 553 3389 SH SOLE 3389 0 0 TRACTOR SUPPLY CO COM 169426103 557 12002 SH SOLE 12002 0 0 COCA COLA CO COM 191216100 558 12716 SH SOLE 12716 0 0 TARGET CORP COM 87612E106 564 7409 SH SOLE 7409 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 564 2 SH SOLE 2 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 567 4869 SH SOLE 4869 0 0 CBS CORP NEW CL B 124857202 568 10100 SH SOLE 10100 0 0 PROCTER AND GAMBLE CO COM 742718109 569 7286 SH SOLE 7286 0 0 ILLINOIS TOOL WKS INC COM 452308109 591 4267 SH SOLE 4267 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 594 16930 SH SOLE 16930 0 0 Bridgestone Corp ADR 108441205 601 30800 SH SOLE 30800 0 0 SIRIUS XM HLDGS INC COM 82968B103 610 90100 SH SOLE 90100 0 0 PEPSICO INC COM 713448108 611 5614 SH SOLE 5614 0 0 MONDELEZ INTL INC CL A 609207105 623 15200 SH SOLE 15200 0 0 ING GROEP N V SPONSORED ADR 456837103 629 43900 SH SOLE 43900 0 0 FACEBOOK INC CL A 30303M102 632 3250 SH SOLE 3250 0 0 ANNALY CAP MGMT INC COM 035710409 644 62558 SH SOLE 62558 0 0 UNION PAC CORP COM 907818108 649 4579 SH SOLE 4579 0 0 INFOSYS LTD SPONSORED ADR 456788108 668 34356 SH SOLE 34356 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 669 16506 SH SOLE 16506 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 669 6643 SH SOLE 6643 0 0 APTIV PLC SHS G6095L109 670 7315 SH SOLE 7315 0 0 M & T BK CORP COM 55261F104 680 3999 SH SOLE 3999 0 0 MCKESSON CORP COM 58155Q103 681 5108 SH SOLE 5108 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 693 5163 SH SOLE 5163 0 0 FISERV INC COM 337738108 708 9550 SH SOLE 9550 0 0 EBAY INC COM 278642103 708 19520 SH SOLE 19520 0 0 RELX PLC SPONSORED ADR 759530108 709 32608 SH SOLE 32608 0 0 UNITED PARCEL SERVICE INC CL B 911312106 713 6715 SH SOLE 6715 0 0 CVS HEALTH CORP COM 126650100 717 11141 SH SOLE 11141 0 0 CME GROUP INC COM CL A 12572Q105 740 4517 SH SOLE 4517 0 0 CARNIVAL PLC ADR 14365C103 743 12890 SH SOLE 12890 0 0 CHUBB LIMITED COM H1467J104 754 5936 SH SOLE 5936 0 0 BASF SE ADR 055262505 756 31624 SH SOLE 31624 0 0 ZYNGA INC CL A 98986T108 758 186228 SH SOLE 186228 0 0 LOCKHEED MARTIN CORP COM 539830109 804 2720 SH SOLE 2720 0 0 POWERSHARES ETF TR II EX US SML PORT 73936T771 806 24336 SH SOLE 24336 0 0 AT&T INC COM 00206R102 811 25270 SH SOLE 25270 0 0 CAPITAL ONE FINL CORP COM 14040H105 812 8839 SH SOLE 8839 0 0 ACTIVISION BLIZZARD INC COM 00507V109 821 10762 SH SOLE 10762 0 0 AMBEV SA SPONSORED ADR 02319V103 832 179717 SH SOLE 179717 0 0 UNILEVER N V N Y SHS NEW 904784709 844 15144 SH SOLE 15144 0 0 WELLS FARGO CO NEW COM 949746101 892 16096 SH SOLE 16096 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 893 12144 SH SOLE 12144 0 0 TOTAL S A SPONSORED ADR 89151E109 895 14777 SH SOLE 14777 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 907 11747 SH SOLE 11747 0 0 MICRON TECHNOLOGY INC COM 595112103 912 17400 SH SOLE 17400 0 0 SAP SE SPON ADR 803054204 923 7982 SH SOLE 7982 0 0 AMAZON COM INC COM 023135106 959 564 SH SOLE 564 0 0 RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 978 8559 SH SOLE 8559 0 0 LVMH Moet Hennessy Louis Vuitton SE ADR 502441306 981 14800 SH SOLE 14800 0 0 NORTHROP GRUMMAN CORP COM 666807102 986 3205 SH SOLE 3205 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1014 5162 SH SOLE 5162 0 0 ISHARES TR INTL DEVPPTY ETF 464288422 1029 27058 SH SOLE 27058 0 0 UNILEVER PLC SPON ADR NEW 904767704 1030 18625 SH SOLE 18625 0 0 RELX NV SPONSORED ADR 75955B102 1033 48407 SH SOLE 48407 0 0 CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 1064 11842 SH SOLE 11842 0 0 INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 1074 18601 SH SOLE 18601 0 0 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1075 21347 SH SOLE 21347 0 0 TJX COS INC NEW COM 872540109 1112 11679 SH SOLE 11679 0 0 SHAW COMMUNICATIONS INC CL B CONV 82028K200 1113 54693 SH SOLE 54693 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1118 23237 SH SOLE 23237 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 1120 8695 SH SOLE 8695 0 0 3M CO COM 88579Y101 1122 5705 SH SOLE 5705 0 0 PNC FINL SVCS GROUP INC COM 693475105 1143 8464 SH SOLE 8464 0 0 NOVARTIS A G SPONSORED ADR 66987V109 1249 16537 SH SOLE 16537 0 0 WAL-MART STORES INC COM 931142103 1252 14623 SH SOLE 14623 0 0 Nippon Telegraph & Telephone Corp ADR 654624105 1278 28188 SH SOLE 28188 0 0 DISNEY WALT CO COM DISNEY 254687106 1278 12198 SH SOLE 12198 0 0 US BANCORP DEL COM NEW 902973304 1283 25652 SH SOLE 25652 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1320 36110 SH SOLE 36110 0 0 RAYTHEON CO COM NEW 755111507 1340 6936 SH SOLE 6936 0 0 CISCO SYS INC COM 17275R102 1352 31416 SH SOLE 31416 0 0 CANADIAN NATL RY CO COM 136375102 1353 16547 SH SOLE 16547 0 0 WISDOMTREE TR GLB EX US RL EST 97717W331 1371 45321 SH SOLE 45321 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1375 8403 SH SOLE 8403 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1376 7372 SH SOLE 7372 0 0 FEDEX CORP COM 31428X106 1418 6246 SH SOLE 6246 0 0 ANTHEM INC COM 036752103 1473 6188 SH SOLE 6188 0 0 INTEL CORP COM 458140100 1521 30589 SH SOLE 30589 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1525 13881 SH SOLE 13881 0 0 PAYPAL HLDGS INC COM 70450Y103 1625 19520 SH SOLE 19520 0 0 MCDONALDS CORP COM 580135101 1677 10701 SH SOLE 10701 0 0 AMGEN INC COM 031162100 1774 9611 SH SOLE 9611 0 0 COMCAST CORP NEW CL A 20030N101 1818 55396 SH SOLE 55396 0 0 CIGNA CORPORATION COM 125509109 1843 10842 SH SOLE 10842 0 0 GROUPE CGI INC CL A SUB VTG 39945C109 1897 29956 SH SOLE 29956 0 0 NOVO-NORDISK A S ADR 670100205 1991 43168 SH SOLE 43168 0 0 ISHARES INC MIN VOL GBL ETF 464286525 2027 24402 SH SOLE 24402 0 0 LAUDER ESTEE COS INC CL A 518439104 2068 14496 SH SOLE 14496 0 0 NIKE INC CL B 654106103 2121 26618 SH SOLE 26618 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2216 46460 SH SOLE 46460 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 2414 33545 SH SOLE 33545 0 0 VANGUARD INDEX FDS REIT ETF 922908553 2421 29718 SH SOLE 29718 0 0 MICROSOFT CORP COM 594918104 2682 27195 SH SOLE 27195 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 3161 31022 SH SOLE 31022 0 0 VISA INC COM CL A 92826C839 3263 24635 SH SOLE 24635 0 0 RYDEX ETF TRUST GUG S&P SC600 PV 78355W700 3330 43061 SH SOLE 43061 0 0 Home Depot Inc COM 437076102 3407 17461 SH SOLE 17461 0 0 Alphabet Inc CAP STK CL A 02079K305 3643 3226 SH SOLE 3226 0 0 UnitedHealth Group Inc COM 91324P102 3931 16023 SH SOLE 16023 0 0 Apple Inc COM 037833100 5390 29120 SH SOLE 29120 0 0 Alphabet Inc Class C 02079K107 6609 5924 SH SOLE 5924 0 0 ISHARES TR MIN VOL USA ETF 46429B697 7170 134876 SH SOLE 134876 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 7606 106917 SH SOLE 106917 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 7647 132210 SH SOLE 132210 0 0