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