0001725888-18-000008.txt : 20181024
0001725888-18-000008.hdr.sgml : 20181024
20181024155330
ACCESSION NUMBER: 0001725888-18-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181024
DATE AS OF CHANGE: 20181024
EFFECTIVENESS DATE: 20181024
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: 181136391
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
09-30-2018
09-30-2018
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
10-24-2018
0
159
183299
false
INFORMATION TABLE
2
SimplyRich13F09.30.18.xml
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
38
16800
SH
SOLE
16800
0
0
WIPRO LTD
COM
97651M109
99
19020
SH
SOLE
19020
0
0
LG DISPLAY CO LTD
SPONS ADR REP
50186V102
205
23603
SH
SOLE
23603
0
0
NUTRIEN LTD
COM
67077M108
209
3622
SH
SOLE
3622
0
0
ORACLE CORP
COM
68389X105
212
4113
SH
SOLE
4113
0
0
JOHNSON & JOHNSON
COM
478160104
214
1550
SH
SOLE
1550
0
0
AKZO NOBEL NV
ADR SPONSORED
010199305
215
6900
SH
SOLE
6900
0
0
Siemens AG
ADR
826197501
220
3440
SH
SOLE
3440
0
0
Kubota Corp
ADR
501173207
221
2600
SH
SOLE
2600
0
0
RYDEX ETF TRUST
GUG EMK CTR ETF
78355W536
221
6991
SH
SOLE
6991
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
224
1971
SH
SOLE
1971
0
0
WEYERHAEUSER CO
COM
962166104
228
7050
SH
SOLE
7050
0
0
Sun Hung Kai Properties Limited
ADR
86676H302
228
15700
SH
SOLE
15700
0
0
SINOPEC SHANGHAI PETROCHEMICAL CO LTD
SPON ADR H
82935M109
230
3805
SH
SOLE
3805
0
0
PHILIP MORRIS INTL INC
COM
718172109
231
2837
SH
SOLE
2837
0
0
CK HUTCHISON HLDGS
?
12562Y100
231
20200
SH
SOLE
20200
0
0
ADVANCED SEMICONDUCTOR ENGR
SPONSORED ADR
00756M404
237
48982
SH
SOLE
48982
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
240
3400
SH
SOLE
3400
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
257
2357
SH
SOLE
2357
0
0
AON PLC
SHS CL A
G0408V102
263
1711
SH
SOLE
1711
0
0
EXPEDIA INC DEL
COM NEW
30212P303
268
2057
SH
SOLE
2057
0
0
Nidec Corporation
ADR
654090109
268
7482
SH
SOLE
7482
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
277
1980
SH
SOLE
1980
0
0
SEMPRA ENERGY
COM
816851109
286
2518
SH
SOLE
2518
0
0
NUCOR CORP
COM
670346105
305
4800
SH
SOLE
4800
0
0
BIOGEN INC
COM
09062X103
313
885
SH
SOLE
885
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
317
7300
SH
SOLE
7300
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
330
2981
SH
SOLE
2981
0
0
SCHLUMBERGER LTD
COM
806857108
342
5615
SH
SOLE
5615
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
344
1829
SH
SOLE
1829
0
0
Marine Harvest ASA
ADR
56824R205
350
15099
SH
SOLE
15099
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
352
9790
SH
SOLE
9790
0
0
GENERAL DYNAMICS CORP
COM
369550108
355
1735
SH
SOLE
1735
0
0
MERCK & CO INC
COM
58933Y105
356
5021
SH
SOLE
5021
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
365
2575
SH
SOLE
2575
0
0
Allianz SE
ADR
018805101
374
16891
SH
SOLE
16891
0
0
EXXON MOBIL CORP
COM
30231G102
379
4455
SH
SOLE
4455
0
0
HONEYWELL INTL INC
COM
438516106
391
2349
SH
SOLE
2349
0
0
REPUBLIC SVCS INC
COM
760759100
393
5411
SH
SOLE
5411
0
0
EMERSON ELEC CO
COM
291011104
400
5228
SH
SOLE
5228
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
408
7554
SH
SOLE
7554
0
0
SYSCO CORP
COM
871829107
414
5657
SH
SOLE
5657
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
420
8580
SH
SOLE
8580
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
430
8057
SH
SOLE
8057
0
0
MARSH & MCLENNAN COS INC
COM
571748102
451
5454
SH
SOLE
5454
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
459
7200
SH
SOLE
7200
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
468
3092
SH
SOLE
3092
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
487
7844
SH
SOLE
7844
0
0
SOUTHERN COPPER CORP
COM
84265V105
497
11521
SH
SOLE
11521
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
499
2825
SH
SOLE
2825
0
0
ABB LTD
SPONSORED ADR
000375204
510
21575
SH
SOLE
21575
0
0
PACCAR INC
COM
693718108
532
7800
SH
SOLE
7800
0
0
Komatsu Ltd
COM
500458401
536
17600
SH
SOLE
17600
0
0
FACEBOOK INC
CL A
30303M102
548
3334
SH
SOLE
3334
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
560
3352
SH
SOLE
3352
0
0
ING GROEP N V
SPONSORED ADR
456837103
569
43900
SH
SOLE
43900
0
0
SIRIUS XM HLDGS INC
COM
82968B103
569
90100
SH
SOLE
90100
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
573
6543
SH
SOLE
6543
0
0
CBS CORP NEW
CL B
124857202
580
10100
SH
SOLE
10100
0
0
Bridgestone Corp
ADR
108441205
581
30800
SH
SOLE
30800
0
0
COCA COLA CO
COM
191216100
587
12716
SH
SOLE
12716
0
0
HCA HEALTHCARE INC
COM
40412C101
592
4257
SH
SOLE
4257
0
0
TRACTOR SUPPLY CO
COM
169426103
593
12002
SH
SOLE
12002
0
0
ILLINOIS TOOL WKS INC
COM
452308109
602
4267
SH
SOLE
4267
0
0
PROCTER AND GAMBLE CO
COM
742718109
606
7286
SH
SOLE
7286
0
0
APTIV PLC
SHS
G6095L109
614
7315
SH
SOLE
7315
0
0
PEPSICO INC
COM
713448108
628
5614
SH
SOLE
5614
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
634
4869
SH
SOLE
4869
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
640
2
SH
SOLE
2
0
0
ANNALY CAP MGMT INC
COM
035710409
640
62558
SH
SOLE
62558
0
0
EBAY INC
COM
278642103
645
19520
SH
SOLE
19520
0
0
MONDELEZ INTL INC
CL A
609207105
653
15200
SH
SOLE
15200
0
0
TARGET CORP
COM
87612E106
654
7409
SH
SOLE
7409
0
0
M & T BK CORP
COM
55261F104
658
3999
SH
SOLE
3999
0
0
MCKESSON CORP
COM
58155Q103
661
4982
SH
SOLE
4982
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
670
16930
SH
SOLE
16930
0
0
AMBEV SA
SPONSORED ADR
02319V103
683
149392
SH
SOLE
149392
0
0
RYANAIR HLDGS PLC
SPONSORED ADR NE
783513203
689
7176
SH
SOLE
7176
0
0
BASF SE
ADR
055262505
697
31384
SH
SOLE
31384
0
0
INFOSYS LTD
SPONSORED ADR
456788108
699
68712
SH
SOLE
68712
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
735
16506
SH
SOLE
16506
0
0
UNION PAC CORP
COM
907818108
746
4579
SH
SOLE
4579
0
0
ZYNGA INC
CL A
98986T108
747
186228
SH
SOLE
186228
0
0
CME GROUP INC
COM CL A
12572Q105
774
4546
SH
SOLE
4546
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
778
5163
SH
SOLE
5163
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
784
6715
SH
SOLE
6715
0
0
FISERV INC
COM
337738108
787
9550
SH
SOLE
9550
0
0
MICRON TECHNOLOGY INC
COM
595112103
787
17400
SH
SOLE
17400
0
0
AT&T INC
COM
00206R102
791
23568
SH
SOLE
23568
0
0
CHUBB LIMITED
COM
H1467J104
793
5936
SH
SOLE
5936
0
0
POWERSHARES ETF TR II
EX US SML PORT
73936T771
805
24630
SH
SOLE
24630
0
0
CARNIVAL PLC
ADR
14365C103
813
12890
SH
SOLE
12890
0
0
CAPITAL ONE FINL CORP
COM
14040H105
839
8839
SH
SOLE
8839
0
0
UNILEVER N V
N Y SHS NEW
904784709
841
15144
SH
SOLE
15144
0
0
WELLS FARGO CO NEW
COM
949746101
846
16096
SH
SOLE
16096
0
0
CVS HEALTH CORP
COM
126650100
877
11141
SH
SOLE
11141
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
895
10762
SH
SOLE
10762
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
909
12144
SH
SOLE
12144
0
0
FRESENIUS MED CARE AG&CO KGA
SPONSORED ADR
358029106
913
17748
SH
SOLE
17748
0
0
LOCKHEED MARTIN CORP
COM
539830109
941
2720
SH
SOLE
2720
0
0
TOTAL S A
SPONSORED ADR
89151E109
951
14777
SH
SOLE
14777
0
0
SAP SE
SPON ADR
803054204
982
7982
SH
SOLE
7982
0
0
ISHARES TR
INTL DEVPPTY ETF
464288422
1001
27058
SH
SOLE
27058
0
0
INDUSTRIAS BACHOCO S A B DE
SPON ADR B
456463108
1009
18601
SH
SOLE
18601
0
0
NORTHROP GRUMMAN CORP
COM
666807102
1017
3205
SH
SOLE
3205
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1024
18625
SH
SOLE
18625
0
0
LVMH Moet Hennessy Louis Vuitton SE
ADR
502441306
1043
14800
SH
SOLE
14800
0
0
SHAW COMMUNICATIONS INC
CL B CONV
82028K200
1066
54693
SH
SOLE
54693
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
1081
8695
SH
SOLE
8695
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1105
23237
SH
SOLE
23237
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1116
11747
SH
SOLE
11747
0
0
AMAZON COM INC
COM
023135106
1130
564
SH
SOLE
564
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1149
5162
SH
SOLE
5162
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1153
8464
SH
SOLE
8464
0
0
CHINA PETE & CHEM CORP
SPON ADR H SHS
16941R108
1189
11842
SH
SOLE
11842
0
0
3M CO
COM
88579Y101
1202
5705
SH
SOLE
5705
0
0
Nippon Telegraph & Telephone Corp
ADR
654624105
1270
28188
SH
SOLE
28188
0
0
TJX COS INC NEW
COM
872540109
1308
11679
SH
SOLE
11679
0
0
WISDOMTREE TR
GLB EX US RL EST
97717W331
1346
45762
SH
SOLE
45762
0
0
US BANCORP DEL
COM NEW
902973304
1355
25652
SH
SOLE
25652
0
0
WAL-MART STORES INC
COM
931142103
1373
14623
SH
SOLE
14623
0
0
DISNEY WALT CO
COM DISNEY
254687106
1403
11998
SH
SOLE
11998
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1423
13881
SH
SOLE
13881
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1425
16537
SH
SOLE
16537
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1430
8403
SH
SOLE
8403
0
0
RAYTHEON CO
COM NEW
755111507
1433
6936
SH
SOLE
6936
0
0
INTEL CORP
COM
458140100
1447
30589
SH
SOLE
30589
0
0
CANADIAN NATL RY CO
COM
136375102
1486
16547
SH
SOLE
16547
0
0
FEDEX CORP
COM
31428X106
1504
6246
SH
SOLE
6246
0
0
CISCO SYS INC
COM
17275R102
1528
31416
SH
SOLE
31416
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1572
7343
SH
SOLE
7343
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
1595
36110
SH
SOLE
36110
0
0
RELX PLC
SPONSORED ADR
759530108
1645
78574
SH
SOLE
78574
0
0
ANTHEM INC
COM
036752103
1696
6188
SH
SOLE
6188
0
0
PAYPAL HLDGS INC
COM
70450Y103
1715
19520
SH
SOLE
19520
0
0
MCDONALDS CORP
COM
580135101
1790
10701
SH
SOLE
10701
0
0
GROUPE CGI INC
CL A SUB VTG
39945C109
1938
30053
SH
SOLE
30053
0
0
COMCAST CORP NEW
CL A
20030N101
1962
55396
SH
SOLE
55396
0
0
AMGEN INC
COM
031162100
1992
9611
SH
SOLE
9611
0
0
NOVO-NORDISK A S
ADR
670100205
2035
43168
SH
SOLE
43168
0
0
LAUDER ESTEE COS INC
CL A
518439104
2107
14496
SH
SOLE
14496
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
2144
24402
SH
SOLE
24402
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
2192
48017
SH
SOLE
48017
0
0
NIKE INC
CL B
654106103
2255
26618
SH
SOLE
26618
0
0
CIGNA CORPORATION
COM
125509109
2294
11015
SH
SOLE
11015
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
2385
33530
SH
SOLE
33530
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
2423
30029
SH
SOLE
30029
0
0
MICROSOFT CORP
COM
594918104
3110
27195
SH
SOLE
27195
0
0
RYDEX ETF TRUST
GUG S&P SC600 PV
78355W700
3297
42845
SH
SOLE
42845
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
3311
30997
SH
SOLE
30997
0
0
Home Depot Inc
COM
437076102
3617
17461
SH
SOLE
17461
0
0
VISA INC
COM CL A
92826C839
3697
24635
SH
SOLE
24635
0
0
Alphabet Inc
CAP STK CL A
02079K305
3870
3206
SH
SOLE
3206
0
0
UnitedHealth Group Inc
COM
91324P102
4263
16023
SH
SOLE
16023
0
0
Apple Inc
COM
037833100
6495
28770
SH
SOLE
28770
0
0
Alphabet Inc
Class C
02079K107
7046
5904
SH
SOLE
5904
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
7749
135845
SH
SOLE
135845
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
7867
108054
SH
SOLE
108054
0
0
ISHARES INC
MIN VOL EMRG MKT
464286533
7963
134281
SH
SOLE
134281
0
0