0001725888-19-000004.txt : 20190805
0001725888-19-000004.hdr.sgml : 20190805
20190805103433
ACCESSION NUMBER: 0001725888-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190805
DATE AS OF CHANGE: 20190805
EFFECTIVENESS DATE: 20190805
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: 19997834
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
06-30-2019
06-30-2019
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
08-05-2019
0
155
180958
false
INFORMATION TABLE
2
SimplyRich13fexport063019.xml
ADVANCED SEMICONDUCTOR ENGR
SPONSORED ADR
00215W100
70
17749
SH
SOLE
17749
0
0
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
72
16800
SH
SOLE
16800
0
0
WIPRO LTD
COM
97651M109
110
25356
SH
SOLE
25356
0
0
ANNALY CAP MGMT INC
COM
035710409
164
17948
SH
SOLE
17948
0
0
CK HUTCHISON HLDGS
COM
12562Y100
198
20200
SH
SOLE
20200
0
0
ALCON INC
ORD SHS
H01301128
205
3302
SH
SOLE
3302
0
0
Siemens AG
SPONSORED ADR
826197501
205
3440
SH
SOLE
3440
0
0
EQUINOR ASA
SPONSORED ADR
29446M102
207
10482
SH
SOLE
10482
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
211
2200
SH
SOLE
2200
0
0
PUBLIC STORAGE
COM
74460D109
217
910
SH
SOLE
910
0
0
Kubota Corp
ADR
501173207
217
2600
SH
SOLE
2600
0
0
PHILIP MORRIS INTL INC
COM
718172109
223
2837
SH
SOLE
2837
0
0
ORACLE CORP
COM
68389X105
234
4113
SH
SOLE
4113
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
237
1817
SH
SOLE
1817
0
0
COSTCO WHSL CORP NEW
COM
22160K105
238
902
SH
SOLE
902
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
240
2324
SH
SOLE
2324
0
0
NTT DOCOMO INC
SPONS ADR
62942M201
240
10300
SH
SOLE
10300
0
0
KYOCERA CORP
ADR
501556203
242
3692
SH
SOLE
3692
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
253
1703
SH
SOLE
1703
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
254
3400
SH
SOLE
3400
0
0
Nidec Corporation
ADR SPONSORED
654090109
256
7482
SH
SOLE
7482
0
0
EXPEDIA INC DEL
COM NEW
30212P303
261
1964
SH
SOLE
1964
0
0
GILDAN ACTIVEWEAR INC
COM
375916103
262
6782
SH
SOLE
6782
0
0
NUCOR CORP
COM
670346105
264
4800
SH
SOLE
4800
0
0
Sun Hung Kai Properties Limited
SPONSORED ADR
86676H302
267
15700
SH
SOLE
15700
0
0
GENERAL DYNAMICS CORP
COM
369550108
268
1475
SH
SOLE
1475
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
277
7300
SH
SOLE
7300
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
289
2357
SH
SOLE
2357
0
0
AON PLC
SHS CL A
G0408V102
330
1711
SH
SOLE
1711
0
0
CARNIVAL CORP
COM
143658300
335
7200
SH
SOLE
7200
0
0
EXXON MOBIL CORP
COM
30231G102
338
4415
SH
SOLE
4415
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
343
2981
SH
SOLE
2981
0
0
SEMPRA ENERGY
COM
816851109
346
2518
SH
SOLE
2518
0
0
EMERSON ELEC CO
COM
291011104
349
5228
SH
SOLE
5228
0
0
Marine Harvest ASA
ADR SPONSORED
624678108
352
15099
SH
SOLE
15099
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
358
9790
SH
SOLE
9790
0
0
ABB LTD
SPONSORED ADR
000375204
362
18075
SH
SOLE
18075
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
366
10510
SH
SOLE
10510
0
0
FORD MTR CO DEL
COM
345370860
368
35975
SH
SOLE
35975
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
380
1829
SH
SOLE
1829
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
385
2792
SH
SOLE
2792
0
0
SYSCO CORP
COM
871829107
400
5657
SH
SOLE
5657
0
0
Allianz SE
ADR
018805101
407
16891
SH
SOLE
16891
0
0
MERCK & CO INC
COM
58933Y105
421
5021
SH
SOLE
5021
0
0
Komatsu Ltd
ADR
500458401
427
17600
SH
SOLE
17600
0
0
FRESENIUS MED CARE AG&CO KGA
SPONSORED ADR
358029106
435
11084
SH
SOLE
11084
0
0
APTIV PLC
SHS
G6095L109
438
5415
SH
SOLE
5415
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
443
7103
SH
SOLE
7103
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
444
2575
SH
SOLE
2575
0
0
SOUTHERN COPPER CORP
COM
84265V105
448
11521
SH
SOLE
11521
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
451
2825
SH
SOLE
2825
0
0
REPUBLIC SVCS INC
COM
760759100
452
5215
SH
SOLE
5215
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
460
8649
SH
SOLE
8649
0
0
TARGET CORP
COM
87612E106
464
5357
SH
SOLE
5357
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
470
9958
SH
SOLE
9958
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
486
5728
SH
SOLE
5728
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
490
10811
SH
SOLE
10811
0
0
SIRIUS XM HLDGS INC
COM
82968B103
503
90157
SH
SOLE
90157
0
0
CBS CORP NEW
CL B
124857202
504
10100
SH
SOLE
10100
0
0
ING GROEP N V
SPONSORED ADR
456837103
508
43900
SH
SOLE
43900
0
0
MARSH & MCLENNAN COS INC
COM
571748102
529
5308
SH
SOLE
5308
0
0
BASF SE
ADR
055262505
538
29464
SH
SOLE
29464
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
546
9555
SH
SOLE
9555
0
0
CVS HEALTH CORP
COM
126650100
556
10197
SH
SOLE
10197
0
0
PACCAR INC
COM
693718108
559
7800
SH
SOLE
7800
0
0
HCA HEALTHCARE INC
COM
40412C101
575
4257
SH
SOLE
4257
0
0
TRACTOR SUPPLY CO
COM
169426103
581
11604
SH
SOLE
11604
0
0
CARNIVAL PLC
ADR
14365C103
584
12890
SH
SOLE
12890
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
597
9182
SH
SOLE
9182
0
0
Bridgestone Corp
ADR
108441205
603
30800
SH
SOLE
30800
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
621
13207
SH
SOLE
13207
0
0
COCA COLA CO
COM
191216100
624
12256
SH
SOLE
12256
0
0
RYDEX ETF TRUST
GUG S&P SC600 PV
46137V167
630
10083
SH
SOLE
10083
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
637
2
SH
SOLE
2
0
0
ILLINOIS TOOL WKS INC
COM
452308109
644
4267
SH
SOLE
4267
0
0
AMBEV SA
SPONSORED ADR
02319V103
668
142940
SH
SOLE
142940
0
0
CME GROUP INC
COM CL A
12572Q105
669
3446
SH
SOLE
3446
0
0
MCKESSON CORP
COM
58155Q103
670
4982
SH
SOLE
4982
0
0
MICRON TECHNOLOGY INC
COM
595112103
671
17400
SH
SOLE
17400
0
0
M & T BK CORP
COM
55261F104
680
3999
SH
SOLE
3999
0
0
WELLS FARGO CO NEW
COM
949746101
694
14662
SH
SOLE
14662
0
0
WISDOMTREE TR
GLB EX US RL EST
97717W331
696
22903
SH
SOLE
22903
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
699
16930
SH
SOLE
16930
0
0
PEPSICO INC
COM
713448108
722
5504
SH
SOLE
5504
0
0
AT&T INC
COM
00206R102
724
21592
SH
SOLE
21592
0
0
INFOSYS LTD
SPONSORED ADR
456788108
735
68712
SH
SOLE
68712
0
0
CHINA PETE & CHEM CORP
SPON ADR H SHS
16941R108
763
11189
SH
SOLE
11189
0
0
EBAY INC
COM
278642103
771
19520
SH
SOLE
19520
0
0
UNION PAC CORP
COM
907818108
774
4579
SH
SOLE
4579
0
0
PROCTER AND GAMBLE CO
COM
742718109
780
7116
SH
SOLE
7116
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
789
16506
SH
SOLE
16506
0
0
CAPITAL ONE FINL CORP
COM
14040H105
802
8839
SH
SOLE
8839
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
812
4869
SH
SOLE
4869
0
0
TOTAL S A
SPONSORED ADR
89151E109
818
14666
SH
SOLE
14666
0
0
MONDELEZ INTL INC
CL A
609207105
819
15200
SH
SOLE
15200
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
838
9097
SH
SOLE
9097
0
0
FACEBOOK INC
CL A
30303M102
843
4367
SH
SOLE
4367
0
0
3M CO
COM
88579Y101
850
4905
SH
SOLE
4905
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
854
5163
SH
SOLE
5163
0
0
FISERV INC
COM
337738108
871
9550
SH
SOLE
9550
0
0
CHUBB LIMITED
COM
H1467J104
874
5936
SH
SOLE
5936
0
0
UNILEVER N V
N Y SHS NEW
904784709
902
14853
SH
SOLE
14853
0
0
LOCKHEED MARTIN CORP
COM
539830109
989
2720
SH
SOLE
2720
0
0
NORTHROP GRUMMAN CORP
COM
666807102
991
3067
SH
SOLE
3067
0
0
ISHARES TR
INTL DEVPPTY ETF
464288422
1002
26353
SH
SOLE
26353
0
0
SHAW COMMUNICATIONS INC
CL B CONV
82028K200
1008
49448
SH
SOLE
49448
0
0
FEDEX CORP
COM
31428X106
1026
6246
SH
SOLE
6246
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1027
11954
SH
SOLE
11954
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
1062
8569
SH
SOLE
8569
0
0
AMAZON COM INC
COM
023135106
1068
564
SH
SOLE
564
0
0
SAP SE
SPON ADR
803054204
1092
7982
SH
SOLE
7982
0
0
ZYNGA INC
CL A
98986T108
1142
186228
SH
SOLE
186228
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1159
18707
SH
SOLE
18707
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1160
23237
SH
SOLE
23237
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1162
8464
SH
SOLE
8464
0
0
RAYTHEON CO
COM NEW
755111507
1180
6784
SH
SOLE
6784
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1196
13881
SH
SOLE
13881
0
0
TJX COS INC NEW
COM
872540109
1235
23358
SH
SOLE
23358
0
0
Nippon Telegraph & Telephone Corp
ADR SPONSORED
654624105
1239
26642
SH
SOLE
26642
0
0
LVMH Moet Hennessy Louis Vuitton SE
ADR
502441306
1260
14800
SH
SOLE
14800
0
0
US BANCORP DEL
COM NEW
902973304
1293
24683
SH
SOLE
24683
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1366
5162
SH
SOLE
5162
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
1390
35477
SH
SOLE
35477
0
0
INTEL CORP
COM
458140100
1456
30420
SH
SOLE
30420
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1510
16537
SH
SOLE
16537
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1524
7148
SH
SOLE
7148
0
0
CANADIAN NATL RY CO
COM
136375102
1530
16547
SH
SOLE
16547
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1553
8403
SH
SOLE
8403
0
0
WAL-MART STORES INC
COM
931142103
1616
14623
SH
SOLE
14623
0
0
ANTHEM INC
COM
036752103
1701
6028
SH
SOLE
6028
0
0
CISCO SYS INC
COM
17275R102
1719
31416
SH
SOLE
31416
0
0
AMGEN INC
COM
031162100
1771
9611
SH
SOLE
9611
0
0
DISNEY WALT CO
COM DISNEY
254687106
1794
12845
SH
SOLE
12845
0
0
RELX PLC
SPONSORED ADR
759530108
1855
75989
SH
SOLE
75989
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
1944
22243
SH
SOLE
22243
0
0
CIGNA CORPORATION
COM
125523100
2003
12712
SH
SOLE
12712
0
0
NOVO-NORDISK A S
ADR
670100205
2200
43101
SH
SOLE
43101
0
0
NIKE INC
CL B
654106103
2212
26345
SH
SOLE
26345
0
0
MCDONALDS CORP
COM
580135101
2216
10671
SH
SOLE
10671
0
0
PAYPAL HLDGS INC
COM
70450Y103
2217
19370
SH
SOLE
19370
0
0
GROUPE CGI INC
COM
12532H104
2291
29840
SH
SOLE
29840
0
0
COMCAST CORP NEW
CL A
20030N101
2342
55396
SH
SOLE
55396
0
0
LAUDER ESTEE COS INC
CL A
518439104
2654
14496
SH
SOLE
14496
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
46137V357
3109
28839
SH
SOLE
28839
0
0
Alphabet Inc
CAP STK CL A
02079K305
3384
3125
SH
SOLE
3125
0
0
Home Depot Inc
COM
437076102
3560
17261
SH
SOLE
17261
0
0
MICROSOFT CORP
COM
594918104
3596
26841
SH
SOLE
26841
0
0
UnitedHealth Group Inc
COM
91324P102
3881
15904
SH
SOLE
15904
0
0
VISA INC
COM CL A
92826C839
4252
24501
SH
SOLE
24501
0
0
Apple Inc
COM
037833100
5661
28600
SH
SOLE
28600
0
0
Alphabet Inc
Class C
02079K107
6350
5875
SH
SOLE
5875
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
7544
282855
SH
SOLE
282855
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
9280
127757
SH
SOLE
127757
0
0
ISHARES INC
MIN VOL EMRG MKT
464286533
9383
159412
SH
SOLE
159412
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
9747
157890
SH
SOLE
157890
0
0