0001725888-20-000001.txt : 20200127
0001725888-20-000001.hdr.sgml : 20200127
20200127130134
ACCESSION NUMBER: 0001725888-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200127
DATE AS OF CHANGE: 20200127
EFFECTIVENESS DATE: 20200127
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: 20548460
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
12-31-2019
12-31-2019
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
01-27-2020
0
155
199002
false
INFORMATION TABLE
2
simplyrich13fexport123119.xml
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
58
16800
SH
SOLE
16800
0
0
GRUPO AVAL ACCIONES Y VALORE
SPONSORED ADR
40053W101
89
10325
SH
SOLE
10325
0
0
WIPRO LTD
SPON ADR 1 SH
97651M109
95
25356
SH
SOLE
25356
0
0
ADVANCED SEMICONDUCTOR ENGR
SPONSORED ADR
00756M404
99
17749
SH
SOLE
17749
0
0
CK HUTCHISON HLDGS
?
12562Y100
193
20200
SH
SOLE
20200
0
0
CHINA PETE & CHEM CORP
SPON ADR H SHS
16941R108
208
3481
SH
SOLE
3481
0
0
MAGNA INTL INC
COM
559222401
209
3800
SH
SOLE
3800
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
210
2200
SH
SOLE
2200
0
0
BANCOLOMBIA S A
SPON ADR PREF
05968L102
211
3846
SH
SOLE
3846
0
0
INVESCO DB MLTI SECTR CMMTY
PRECIOUS METAL
46140H502
212
5109
SH
SOLE
5109
0
0
ORACLE CORP
COM
68389X105
217
4113
SH
SOLE
4113
0
0
ROGERS COMMUNICATIONS INC
CL B
775109200
221
4472
SH
SOLE
4472
0
0
D R HORTON INC
COM
23331A109
226
4300
SH
SOLE
4300
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
228
1824
SH
SOLE
1824
0
0
Sun Hung Kai Properties Limited
ADR
86676H302
238
15700
SH
SOLE
15700
0
0
PHILIP MORRIS INTL INC
COM
718172109
243
2837
SH
SOLE
2837
0
0
Nidec Corporation
ADR
654090109
256
7482
SH
SOLE
7482
0
0
GENERAL DYNAMICS CORP
COM
369550108
260
1475
SH
SOLE
1475
0
0
THOMSON REUTERS CORP
COM NEW
884903709
260
3638
SH
SOLE
3638
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
267
1667
SH
SOLE
1667
0
0
NUCOR CORP
COM
670346105
269
4800
SH
SOLE
4800
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
271
2324
SH
SOLE
2324
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
272
1817
SH
SOLE
1817
0
0
ULTRAPAR PARTICIPACOES S A
SP ADR REP COM
90400P101
273
43502
SH
SOLE
43502
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
289
3400
SH
SOLE
3400
0
0
COSTCO WHSL CORP NEW
COM
22160K105
294
996
SH
SOLE
996
0
0
EXXON MOBIL CORP
COM
30231G102
307
4415
SH
SOLE
4415
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
316
7494
SH
SOLE
7494
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
327
2357
SH
SOLE
2357
0
0
EQUINOR ASA
SPONSORED ADR
29446M102
342
17232
SH
SOLE
17232
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
347
7300
SH
SOLE
7300
0
0
AON PLC
SHS CL A
G0408V102
355
1711
SH
SOLE
1711
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
362
9790
SH
SOLE
9790
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
367
7200
SH
SOLE
7200
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
371
2792
SH
SOLE
2792
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
371
2981
SH
SOLE
2981
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
379
4480
SH
SOLE
4480
0
0
SEMPRA ENERGY
COM
816851109
380
2518
SH
SOLE
2518
0
0
VIACOMCBS INC
CL B
92556H206
383
9240
SH
SOLE
9240
0
0
Marine Harvest ASA
ADR
56824R205
393
15099
SH
SOLE
15099
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
394
10120
SH
SOLE
10120
0
0
EMERSON ELEC CO
COM
291011104
400
5228
SH
SOLE
5228
0
0
FRESENIUS MED CARE AG&CO KGA
SPONSORED ADR
358029106
407
11084
SH
SOLE
11084
0
0
Allianz SE
ADR
018805101
408
16891
SH
SOLE
16891
0
0
Komatsu Ltd
COM
500458401
421
17600
SH
SOLE
17600
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
434
2575
SH
SOLE
2575
0
0
ABB LTD
SPONSORED ADR
000375204
434
18075
SH
SOLE
18075
0
0
MERCK & CO INC
COM
58933Y105
457
5021
SH
SOLE
5021
0
0
REPUBLIC SVCS INC
COM
760759100
469
5215
SH
SOLE
5215
0
0
KRAFT HEINZ CO
COM
500754106
469
14805
SH
SOLE
14805
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
480
8115
SH
SOLE
8115
0
0
SYSCO CORP
COM
871829107
485
5657
SH
SOLE
5657
0
0
FORD MTR CO DEL
COM
345370860
488
52727
SH
SOLE
52727
0
0
SOUTHERN COPPER CORP
COM
84265V105
490
11521
SH
SOLE
11521
0
0
BRITISH AMERN TOB PLC
BRITISH AMERN TOB PLC
110448107
498
11735
SH
SOLE
11735
0
0
APTIV PLC
SHS
G6095L109
516
5415
SH
SOLE
5415
0
0
ING GROEP N V
SPONSORED ADR
456837103
527
43900
SH
SOLE
43900
0
0
CARNIVAL PLC
ADR
14365C103
532
11016
SH
SOLE
11016
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
539
1829
SH
SOLE
1829
0
0
BASF SE
ADR
055262505
548
29464
SH
SOLE
29464
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
550
8783
SH
SOLE
8783
0
0
Bridgestone Corp
ADR
108441205
569
30800
SH
SOLE
30800
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
586
9958
SH
SOLE
9958
0
0
MARSH & MCLENNAN COS INC
COM
571748102
594
5308
SH
SOLE
5308
0
0
PACCAR INC
COM
693718108
616
7800
SH
SOLE
7800
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
619
13030
SH
SOLE
13030
0
0
WISDOMTREE TR
GLB EX US RL EST
97717W331
623
19984
SH
SOLE
19984
0
0
HCA HEALTHCARE INC
COM
40412C101
628
4257
SH
SOLE
4257
0
0
SIRIUS XM HLDGS INC
COM
82968B103
639
90157
SH
SOLE
90157
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
645
9109
SH
SOLE
9109
0
0
AMBEV SA
SPONSORED ADR
02319V103
665
142940
SH
SOLE
142940
0
0
COCA COLA CO
COM
191216100
677
12256
SH
SOLE
12256
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
678
2
SH
SOLE
2
0
0
M & T BK CORP
COM
55261F104
678
3999
SH
SOLE
3999
0
0
MCKESSON CORP
COM
58155Q103
683
4982
SH
SOLE
4982
0
0
CME GROUP INC
COM CL A
12572Q105
686
3446
SH
SOLE
3446
0
0
TARGET CORP
COM
87612E106
690
5357
SH
SOLE
5357
0
0
RYDEX ETF TRUST
GUG S&P SC600 PV
78355W700
693
10008
SH
SOLE
10008
0
0
INFOSYS LTD
SPONSORED ADR
456788108
698
68712
SH
SOLE
68712
0
0
EBAY INC
COM
278642103
699
19520
SH
SOLE
19520
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
742
12124
SH
SOLE
12124
0
0
PEPSICO INC
COM
713448108
753
5504
SH
SOLE
5504
0
0
ILLINOIS TOOL WKS INC
COM
452308109
768
4267
SH
SOLE
4267
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
784
4869
SH
SOLE
4869
0
0
CVS HEALTH CORP
COM
126650100
804
10907
SH
SOLE
10907
0
0
UNION PAC CORP
COM
907818108
825
4579
SH
SOLE
4579
0
0
MONDELEZ INTL INC
CL A
609207105
836
15200
SH
SOLE
15200
0
0
AT&T INC
COM
00206R102
842
21568
SH
SOLE
21568
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
847
16930
SH
SOLE
16930
0
0
WELLS FARGO CO NEW
COM
949746101
857
15983
SH
SOLE
15983
0
0
UNILEVER N V
N Y SHS NEW
904784709
857
14853
SH
SOLE
14853
0
0
3M CO
COM
88579Y101
858
4880
SH
SOLE
4880
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
876
5163
SH
SOLE
5163
0
0
TOTAL S A
SPONSORED ADR
89151E109
885
16058
SH
SOLE
16058
0
0
PROCTER AND GAMBLE CO
COM
742718109
886
7116
SH
SOLE
7116
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
889
9286
SH
SOLE
9286
0
0
ISHARES TR
INTL DEVPPTY ETF
464288422
893
23053
SH
SOLE
23053
0
0
CAPITAL ONE FINL CORP
COM
14040H105
907
8839
SH
SOLE
8839
0
0
CHUBB LIMITED
COM
H1467J104
922
5936
SH
SOLE
5936
0
0
MICRON TECHNOLOGY INC
COM
595112103
926
17400
SH
SOLE
17400
0
0
FEDEX CORP
COM
31428X106
938
6246
SH
SOLE
6246
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
954
16506
SH
SOLE
16506
0
0
FACEBOOK INC
CL A
30303M102
954
4669
SH
SOLE
4669
0
0
SHAW COMMUNICATIONS INC
CL B CONV
82028K200
1000
49448
SH
SOLE
49448
0
0
AMAZON COM INC
COM
023135106
1042
564
SH
SOLE
564
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1056
18437
SH
SOLE
18437
0
0
SAP SE
SPON ADR
803054204
1065
7982
SH
SOLE
7982
0
0
LOCKHEED MARTIN CORP
COM
539830109
1066
2720
SH
SOLE
2720
0
0
NORTHROP GRUMMAN CORP
COM
666807102
1071
3067
SH
SOLE
3067
0
0
FISERV INC
COM
337738108
1103
9550
SH
SOLE
9550
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1105
11954
SH
SOLE
11954
0
0
ZYNGA INC
CL A
98986T108
1144
186228
SH
SOLE
186228
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1192
23237
SH
SOLE
23237
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
1219
8668
SH
SOLE
8668
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1306
13881
SH
SOLE
13881
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1354
8464
SH
SOLE
8464
0
0
Nippon Telegraph & Telephone Corp
ADR
654624105
1355
26623
SH
SOLE
26623
0
0
LVMH Moet Hennessy Louis Vuitton SE
ADR
502441306
1377
14800
SH
SOLE
14800
0
0
TJX COS INC NEW
COM
872540109
1429
23358
SH
SOLE
23358
0
0
US BANCORP DEL
COM NEW
902973304
1460
24683
SH
SOLE
24683
0
0
CANADIAN NATL RY CO
COM
136375102
1490
16547
SH
SOLE
16547
0
0
RAYTHEON CO
COM NEW
755111507
1494
6784
SH
SOLE
6784
0
0
CISCO SYS INC
COM
17275R102
1495
31416
SH
SOLE
31416
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1537
5162
SH
SOLE
5162
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1587
16789
SH
SOLE
16789
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1608
7123
SH
SOLE
7123
0
0
WAL-MART STORES INC
COM
931142103
1752
14674
SH
SOLE
14674
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1767
8387
SH
SOLE
8387
0
0
INTEL CORP
COM
458140100
1801
30207
SH
SOLE
30207
0
0
ANTHEM INC
COM
036752103
1840
6028
SH
SOLE
6028
0
0
DISNEY WALT CO
COM DISNEY
254687106
1847
12845
SH
SOLE
12845
0
0
RELX PLC
SPONSORED ADR
759530108
1910
75989
SH
SOLE
75989
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
2017
21893
SH
SOLE
21893
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
2052
35477
SH
SOLE
35477
0
0
PAYPAL HLDGS INC
COM
70450Y103
2091
19370
SH
SOLE
19370
0
0
MCDONALDS CORP
COM
580135101
2101
10671
SH
SOLE
10671
0
0
AMGEN INC
COM
031162100
2303
9586
SH
SOLE
9586
0
0
NOVO-NORDISK A S
ADR
670100205
2486
43068
SH
SOLE
43068
0
0
GROUPE CGI INC
CL A SUB VTG
39945C109
2491
29840
SH
SOLE
29840
0
0
COMCAST CORP NEW
CL A
20030N101
2503
55396
SH
SOLE
55396
0
0
CIGNA CORPORATION
COM
125509109
2580
12712
SH
SOLE
12712
0
0
NIKE INC
CL B
654106103
2645
26245
SH
SOLE
26245
0
0
LAUDER ESTEE COS INC
CL A
518439104
2992
14496
SH
SOLE
14496
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
3318
28782
SH
SOLE
28782
0
0
Home Depot Inc
COM
437076102
3751
17261
SH
SOLE
17261
0
0
Alphabet Inc
CAP STK CL A
02079K305
4148
3096
SH
SOLE
3096
0
0
MICROSOFT CORP
COM
594918104
4230
26841
SH
SOLE
26841
0
0
VISA INC
COM CL A
92826C839
4518
24052
SH
SOLE
24052
0
0
UnitedHealth Group Inc
COM
91324P102
4676
15913
SH
SOLE
15913
0
0
Alphabet Inc
Class C
02079K107
7599
5687
SH
SOLE
5687
0
0
Apple Inc
COM
037833100
8287
28428
SH
SOLE
28428
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
8362
305189
SH
SOLE
305189
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
9968
134129
SH
SOLE
134129
0
0
ISHARES INC
MIN VOL EMRG MKT
464286533
10020
171347
SH
SOLE
171347
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
10609
162075
SH
SOLE
162075
0
0