0001725888-19-000002.txt : 20190207 0001725888-19-000002.hdr.sgml : 20190207 20190207155738 ACCESSION NUMBER: 0001725888-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190207 DATE AS OF CHANGE: 20190207 EFFECTIVENESS DATE: 20190207 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: 19575138 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 12-31-2018 12-31-2018 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 02-07-2019 0 74 108806 false
INFORMATION TABLE 2 SimplyRich13F12.31.18.xml CBS CORP NEW CL B 124857202 438 10100 SH SOLE 10100 0 0 ACTIVISION BLIZZARD INC COM 00507V109 492 10509 SH SOLE 10509 0 0 MCDONALDS CORP COM 580135101 1873 10671 SH SOLE 10671 0 0 CVS HEALTH CORP COM 126650100 734 11261 SH SOLE 11261 0 0 SOUTHERN COPPER CORP COM 84265V105 352 11521 SH SOLE 11521 0 0 TRACTOR SUPPLY CO COM 169426103 589 11604 SH SOLE 11604 0 0 CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 815 11689 SH SOLE 11689 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 890 11954 SH SOLE 11954 0 0 DISNEY WALT CO COM DISNEY 254687106 1287 11998 SH SOLE 11998 0 0 COCA COLA CO COM 191216100 578 12256 SH SOLE 12256 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 668 12547 SH SOLE 12547 0 0 CARNIVAL PLC ADR 14365C103 622 12890 SH SOLE 12890 0 0 ISHARES INC MIN VOL GBL ETF 464286525 1045 12913 SH SOLE 12913 0 0 TOTAL S A SPONSORED ADR 89151E109 983 13033 SH SOLE 13033 0 0 CIGNA CORPORATION COM 125509109 2629 13791 SH SOLE 13791 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1144 13881 SH SOLE 13881 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 917 14483 SH SOLE 14483 0 0 LAUDER ESTEE COS INC CL A 518439104 1864 14496 SH SOLE 14496 0 0 WAL-MART STORES INC COM 931142103 1347 14623 SH SOLE 14623 0 0 LVMH Moet Hennessy Louis Vuitton SE ADR 502441306 859 14800 SH SOLE 14800 0 0 UNILEVER N V N Y SHS NEW 904784709 805 15053 SH SOLE 15053 0 0 Marine Harvest ASA ADR 56824R205 316 15099 SH SOLE 15099 0 0 MONDELEZ INTL INC CL A 609207105 606 15200 SH SOLE 15200 0 0 WELLS FARGO CO NEW COM 949746101 710 15500 SH SOLE 15500 0 0 Sun Hung Kai Properties Limited ADR 86676H302 223 15700 SH SOLE 15700 0 0 UnitedHealth Group Inc COM 91324P102 3902 15848 SH SOLE 15848 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 627 16506 SH SOLE 16506 0 0 NOVARTIS A G SPONSORED ADR 66987V109 1410 16537 SH SOLE 16537 0 0 CANADIAN NATL RY CO COM 136375102 1218 16547 SH SOLE 16547 0 0 Allianz SE ADR 018805101 339 16891 SH SOLE 16891 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 639 16930 SH SOLE 16930 0 0 MICRON TECHNOLOGY INC COM 595112103 549 17400 SH SOLE 17400 0 0 Home Depot Inc COM 437076102 2972 17461 SH SOLE 17461 0 0 Komatsu Ltd COM 500458401 382 17600 SH SOLE 17600 0 0 UNILEVER PLC SPON ADR NEW 904767704 957 18401 SH SOLE 18401 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 1111 18451 SH SOLE 18451 0 0 PAYPAL HLDGS INC COM 70450Y103 1613 19370 SH SOLE 19370 0 0 EBAY INC COM 278642103 551 19520 SH SOLE 19520 0 0 ABB LTD SPONSORED ADR 000375204 408 21575 SH SOLE 21575 0 0 AT&T INC COM 00206R102 637 22394 SH SOLE 22394 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1027 23237 SH SOLE 23237 0 0 TJX COS INC NEW COM 872540109 1023 23358 SH SOLE 23358 0 0 POWERSHARES ETF TR II EX US SML PORT 73936T771 676 24477 SH SOLE 24477 0 0 VISA INC COM CL A 92826C839 3208 24501 SH SOLE 24501 0 0 RYDEX ETF TRUST GUG S&P SC600 PV 78355W700 1417 24621 SH SOLE 24621 0 0 US BANCORP DEL COM NEW 902973304 1125 24883 SH SOLE 24883 0 0 NIKE INC CL B 654106103 1932 26345 SH SOLE 26345 0 0 Nippon Telegraph & Telephone Corp ADR 654624105 1088 26742 SH SOLE 26742 0 0 MICROSOFT CORP COM 594918104 2692 26819 SH SOLE 26819 0 0 ISHARES TR INTL DEVPPTY ETF 464288422 933 27058 SH SOLE 27058 0 0 Apple Inc COM 037833100 4468 28600 SH SOLE 28600 0 0 GROUPE CGI INC CL A SUB VTG 39945C109 1792 29840 SH SOLE 29840 0 0 INTEL CORP COM 458140100 1425 30486 SH SOLE 30486 0 0 BASF SE ADR 055262505 531 30584 SH SOLE 30584 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 2790 30766 SH SOLE 30766 0 0 Bridgestone Corp ADR 108441205 591 30800 SH SOLE 30800 0 0 VANGUARD INDEX FDS REIT ETF 922908553 2328 31305 SH SOLE 31305 0 0 CISCO SYS INC COM 17275R102 1344 31416 SH SOLE 31416 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1321 35576 SH SOLE 35576 0 0 NOVO-NORDISK A S ADR 670100205 1978 43154 SH SOLE 43154 0 0 ING GROEP N V SPONSORED ADR 456837103 467 43900 SH SOLE 43900 0 0 WISDOMTREE TR GLB EX US RL EST 97717W331 1291 46624 SH SOLE 46624 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2040 48656 SH SOLE 48656 0 0 SHAW COMMUNICATIONS INC CL B CONV 82028K200 896 49448 SH SOLE 49448 0 0 COMCAST CORP NEW CL A 20030N101 1903 55396 SH SOLE 55396 0 0 ANNALY CAP MGMT INC COM 035710409 617 62558 SH SOLE 62558 0 0 INFOSYS LTD SPONSORED ADR 456788108 648 68712 SH SOLE 68712 0 0 RELX PLC SPONSORED ADR 759530108 1565 75989 SH SOLE 75989 0 0 SIRIUS XM HLDGS INC COM 82968B103 515 90100 SH SOLE 90100 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 8095 121566 SH SOLE 121566 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 7853 140626 SH SOLE 140626 0 0 AMBEV SA SPONSORED ADR 02319V103 557 142940 SH SOLE 142940 0 0 ISHARES TR MIN VOL USA ETF 46429B697 7845 151035 SH SOLE 151035 0 0 ZYNGA INC CL A 98986T108 724 186228 SH SOLE 186228 0 0