0001725888-20-000004.txt : 20200806
0001725888-20-000004.hdr.sgml : 20200806
20200806135422
ACCESSION NUMBER: 0001725888-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200806
DATE AS OF CHANGE: 20200806
EFFECTIVENESS DATE: 20200806
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: 201080923
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
06-30-2020
06-30-2020
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
08-06-2020
0
138
181804
false
INFORMATION TABLE
2
simplyrich13fexport06302020.xml
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
32
16800
SH
SOLE
16800
0
0
CK HUTCHISON HLDGS
COM
12562Y100
128
20200
SH
SOLE
20200
0
0
WIPRO LTD
COM
97651M109
135
41197
SH
SOLE
41197
0
0
ENEL AMERICAS S A
SPONSORED ADR
29274F104
189
25064
SH
SOLE
25064
0
0
Sun Hung Kai Properties Limited
ADR
86676H302
199
15700
SH
SOLE
15700
0
0
AMBEV SA
SPONSORED ADR
02319V103
201
75000
SH
SOLE
75000
0
0
LOCKHEED MARTIN CORP
COM
539830109
202
3692
SH
SOLE
3692
0
0
AFLAC INC
COM
001055102
211
5957
SH
SOLE
5957
0
0
ORACLE CORP
COM
68389X105
225
4113
SH
SOLE
4113
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
228
1824
SH
SOLE
1824
0
0
BROADCOM INC
COM
11135F101
233
751
SH
SOLE
751
0
0
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
234
7000
SH
SOLE
7000
0
0
KIMBERLY CLARK CORP
COM
494368103
238
1706
SH
SOLE
1706
0
0
POWERSHARES DB MULTI-SECTOR
PRECIOUS METAL
46140H502
241
5109
SH
SOLE
5109
0
0
NICE LTD
SPONSORED ADR
653656108
244
1314
SH
SOLE
1314
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
244
7300
SH
SOLE
7300
0
0
D R HORTON INC
COM
23331A109
251
4595
SH
SOLE
4595
0
0
Nidec Corporation
ADR
654090109
252
14964
SH
SOLE
14964
0
0
ERICSSON
ADR B SEK 10
294821608
257
27863
SH
SOLE
27863
0
0
SYSCO CORP
COM
871829107
266
4887
SH
SOLE
4887
0
0
SMITH & NEPHEW GROUP PLC
SPDN ADR NEW
83175M205
280
7388
SH
SOLE
7388
0
0
Marine Harvest ASA
ADR
56824R205
283
15099
SH
SOLE
15099
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
297
3400
SH
SOLE
3400
0
0
EMERSON ELEC CO
COM
291011104
307
5008
SH
SOLE
5008
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
309
2357
SH
SOLE
2357
0
0
INFOSYS LTD
SPONSORED ADR
456788108
313
32722
SH
SOLE
32722
0
0
COSTCO WHSL CORP NEW
COM
22160K105
317
1051
SH
SOLE
1051
0
0
AON PLC
SHS CL A
G0408V102
322
1711
SH
SOLE
1711
0
0
ALLIANZ SE
ADR UNSPONSORED
018820100
331
16410
SH
SOLE
16410
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
334
2792
SH
SOLE
2792
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
345
2981
SH
SOLE
2981
0
0
Komatsu Ltd
COM
500458401
356
17600
SH
SOLE
17600
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
357
2662
SH
SOLE
2662
0
0
ORIX CORP
SPONSORED ADR
686330101
359
5819
SH
SOLE
5819
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
363
9268
SH
SOLE
9268
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
366
9459
SH
SOLE
9459
0
0
IMPERIAL OIL LTD
COM NEW
453038408
376
23741
SH
SOLE
23741
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
376
4345
SH
SOLE
4345
0
0
MERCK & CO INC
COM
58933Y105
382
5021
SH
SOLE
5021
0
0
APTIV PLC
SHS
G6095L109
386
5103
SH
SOLE
5103
0
0
ABB LTD
SPONSORED ADR
000375204
401
18075
SH
SOLE
18075
0
0
BASF SE
ADR
055262505
406
28800
SH
SOLE
28800
0
0
REPUBLIC SVCS INC
COM
760759100
423
5215
SH
SOLE
5215
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
426
12603
SH
SOLE
12603
0
0
RYDEX ETF TRUST
GUG S&P SC600 PV
78355W700
438
9480
SH
SOLE
9480
0
0
FRESENIUS MED CARE AG&CO KGA
SPONSORED ADR
358029106
458
10672
SH
SOLE
10672
0
0
ULTRAPAR PARTICIPACOES SA
SP ADR REP COM
90400P101
458
138300
SH
SOLE
138300
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
465
11856
SH
SOLE
11856
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
466
7759
SH
SOLE
7759
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
469
8441
SH
SOLE
8441
0
0
WISDOMTREE TR
GLB EX US RL EST
97717W331
476
19984
SH
SOLE
19984
0
0
SEMPRA ENERGY
COM
816851109
487
4126
SH
SOLE
4126
0
0
Bridgestone Corp
ADR
108441205
500
30800
SH
SOLE
30800
0
0
CME GROUP INC
COM CL A
12572Q105
502
3096
SH
SOLE
3096
0
0
THOMSON REUTERS CORP
COM NEW
884903709
505
7543
SH
SOLE
7543
0
0
SIRIUS XM HLDGS INC
COM
82968B103
514
90157
SH
SOLE
90157
0
0
COCA COLA CO
COM
191216100
530
11956
SH
SOLE
11956
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
530
2
SH
SOLE
2
0
0
ROGERS COMMUNICATIONS INC
CL B
775109200
550
13622
SH
SOLE
13622
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
561
10257
SH
SOLE
10257
0
0
MARSH & MCLENNAN COS INC
COM
571748102
572
5431
SH
SOLE
5431
0
0
PACCAR INC
COM
693718108
575
7800
SH
SOLE
7800
0
0
AT&T INC
COM
00206R102
593
19810
SH
SOLE
19810
0
0
TARGET CORP
COM
87612E106
635
5357
SH
SOLE
5357
0
0
ISHARES TR
INTL DEVPPTY ETF
464288422
650
21514
SH
SOLE
21514
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
658
7550
SH
SOLE
7550
0
0
CVS HEALTH CORP
COM
126650100
666
10331
SH
SOLE
10331
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
667
1829
SH
SOLE
1829
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
673
4869
SH
SOLE
4869
0
0
CHUBB LIMITED
COM
H1467J104
699
5562
SH
SOLE
5562
0
0
PEPSICO INC
COM
713448108
707
5391
SH
SOLE
5391
0
0
FACEBOOK INC
CL A
30303M102
710
3216
SH
SOLE
3216
0
0
UNION PAC CORP
COM
907818108
714
4311
SH
SOLE
4311
0
0
ILLINOIS TOOL WKS INC
COM
452308109
727
4267
SH
SOLE
4267
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
736
5026
SH
SOLE
5026
0
0
MCKESSON CORP
COM
58155Q103
756
4982
SH
SOLE
4982
0
0
3M CO
COM
88579Y101
759
4880
SH
SOLE
4880
0
0
MONDELEZ INTL INC
CL A
609207105
762
15068
SH
SOLE
15068
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
768
10167
SH
SOLE
10167
0
0
UNILEVER N V
N Y SHS NEW
904784709
774
14414
SH
SOLE
14414
0
0
MICRON TECHNOLOGY INC
COM
595112103
781
15900
SH
SOLE
15900
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
808
24758
SH
SOLE
24758
0
0
PROCTER AND GAMBLE CO
COM
742718109
824
7001
SH
SOLE
7001
0
0
FEDEX CORP
COM
31428X106
840
6246
SH
SOLE
6246
0
0
PNC FINL SVCS GROUP INC
COM
693475105
849
8255
SH
SOLE
8255
0
0
FASTLY INC
CL A
31188V100
881
11269
SH
SOLE
11269
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
889
13681
SH
SOLE
13681
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
896
16930
SH
SOLE
16930
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
902
23237
SH
SOLE
23237
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
908
14664
SH
SOLE
14664
0
0
FISERV INC
COM
337738108
926
9550
SH
SOLE
9550
0
0
NORTHROP GRUMMAN CORP
COM
666807102
948
3067
SH
SOLE
3067
0
0
UNILEVER PLC
SPON ADR NEW
904767704
981
17758
SH
SOLE
17758
0
0
EBAY INC
COM
278642103
986
19220
SH
SOLE
19220
0
0
LOCKHEED MARTIN CORP
COM
539830109
1011
2750
SH
SOLE
2750
0
0
SAP SE
SPON ADR
803054204
1076
7775
SH
SOLE
7775
0
0
SOUTHERN COPPER CORP
COM
84265V105
1077
28080
SH
SOLE
28080
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1092
12085
SH
SOLE
12085
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
1099
8663
SH
SOLE
8663
0
0
TJX COS INC NEW
COM
872540109
1186
23358
SH
SOLE
23358
0
0
Nippon Telegraph & Telephone Corp
ADR
654624105
1212
51859
SH
SOLE
51859
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1261
7118
SH
SOLE
7118
0
0
LVMH Moet Hennessy Louis Vuitton SE
ADR
502441306
1299
14800
SH
SOLE
14800
0
0
DISNEY WALT CO
COM DISNEY
254687106
1378
12360
SH
SOLE
12360
0
0
CANADIAN NATL RY CO
COM
136375102
1415
16279
SH
SOLE
16279
0
0
CISCO SYS INC
COM
17275R102
1435
31103
SH
SOLE
31103
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1450
16608
SH
SOLE
16608
0
0
AMAZON COM INC
COM
023135106
1512
564
SH
SOLE
564
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1512
5162
SH
SOLE
5162
0
0
ANTHEM INC
COM
036752103
1563
6028
SH
SOLE
6028
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
1612
20765
SH
SOLE
20765
0
0
WAL-MART STORES INC
COM
931142103
1729
14523
SH
SOLE
14523
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1731
8138
SH
SOLE
8138
0
0
INTEL CORP
COM
458140100
1743
29907
SH
SOLE
29907
0
0
ZYNGA INC
CL A
98986T108
1780
186228
SH
SOLE
186228
0
0
RELX PLC
SPONSORED ADR
759530108
1807
76501
SH
SOLE
76501
0
0
GROUPE CGI INC
CL A SUB VTG
39945C109
1835
29074
SH
SOLE
29074
0
0
MCDONALDS CORP
COM
580135101
1855
10148
SH
SOLE
10148
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
1958
34708
SH
SOLE
34708
0
0
COMCAST CORP NEW
CL A
20030N101
2121
54480
SH
SOLE
54480
0
0
AMGEN INC
COM
031162100
2172
9380
SH
SOLE
9380
0
0
CIGNA CORPORATION
COM
125509109
2355
12554
SH
SOLE
12554
0
0
NIKE INC
CL B
654106103
2489
25958
SH
SOLE
25958
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
2701
26905
SH
SOLE
26905
0
0
LAUDER ESTEE COS INC
CL A
518439104
2714
14618
SH
SOLE
14618
0
0
NOVO-NORDISK A S
ADR
670100205
2787
42516
SH
SOLE
42516
0
0
PAYPAL HLDGS INC
COM
70450Y103
3210
19070
SH
SOLE
19070
0
0
Home Depot Inc
COM
437076102
4162
16909
SH
SOLE
16909
0
0
Alphabet Inc
CAP STK CL A
02079K305
4326
3096
SH
SOLE
3096
0
0
UnitedHealth Group Inc
COM
91324P102
4478
15453
SH
SOLE
15453
0
0
VISA INC
COM CL A
92826C839
4539
23718
SH
SOLE
23718
0
0
MICROSOFT CORP
COM
594918104
5326
26841
SH
SOLE
26841
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
7336
353356
SH
SOLE
353356
0
0
Alphabet Inc
Class C
02079K107
7894
5659
SH
SOLE
5659
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
9495
143667
SH
SOLE
143667
0
0
ISHARES INC
MIN VOL EMRG MKT
464286533
9813
187623
SH
SOLE
187623
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
10219
170577
SH
SOLE
170577
0
0
Apple Inc
COM
037833100
10285
28428
SH
SOLE
28428
0
0