0001725888-23-000010.txt : 20231020
0001725888-23-000010.hdr.sgml : 20231020
20231020172606
ACCESSION NUMBER: 0001725888-23-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231020
DATE AS OF CHANGE: 20231020
EFFECTIVENESS DATE: 20231020
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: 231337815
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
X0202
13F-HR
LIVE
false
true
false
0001725888
XXXXXXXX
09-30-2023
09-30-2023
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
10-20-2023
0
145
206170
false
INFORMATION TABLE
2
simplyrich13fexport09302023.xml
APPLE INC
COM
037833100
19013
111054
SH
SOLE
111054
0
0
ALPHABET INC
CAP STK CL C
02079K107
13171
99899
SH
SOLE
99899
0
0
MICROSOFT CORP
COM
594918104
8345
26430
SH
SOLE
26430
0
0
ALPHABET INC
CAP STK CL A
02079K305
8084
61780
SH
SOLE
61780
0
0
NOVO-NORDISK A S
ADR
670100205
7868
86528
SH
SOLE
86528
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
7702
15276
SH
SOLE
15276
0
0
VISA INC
COM CL A
92826C839
5438
23645
SH
SOLE
23645
0
0
HOME DEPOT INC
COM
437076102
5080
16814
SH
SOLE
16814
0
0
THE CIGNA GROUP
COM
125523100
3587
12540
SH
SOLE
12540
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
3064
35260
SH
SOLE
35260
0
0
CGI INC
CL A SUB VTG
12532H104
2904
29488
SH
SOLE
29488
0
0
MCDONALDS CORP
COM
580135101
2703
10264
SH
SOLE
10264
0
0
ELEVANCE HEALTH INC
COM
036752103
2625
6030
SH
SOLE
6030
0
0
RELX PLC
SPONSORED ADR
759530108
2549
75652
SH
SOLE
75652
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2498
7133
SH
SOLE
7133
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2483
8088
SH
SOLE
8088
0
0
AMGEN INC
COM
031162100
2465
9173
SH
SOLE
9173
0
0
NIKE INC
CL B
654106103
2459
25721
SH
SOLE
25721
0
0
COMCAST CORP NEW
CL A
20030N101
2365
53355
SH
SOLE
53355
0
0
WALMART INC
COM
931142103
2336
14609
SH
SOLE
14609
0
0
VIPSHOP HOLDINGS LIMITED
SPONSORED ADS A
92763W103
2317
144768
SH
SOLE
144768
0
0
MCKESSON CORP
COM
58155Q103
2170
4992
SH
SOLE
4992
0
0
LAUDER ESTEE COS INC
CL A
518439104
2092
14479
SH
SOLE
14479
0
0
SOUTHERN COPPER CORP
COM
84265V105
2081
27644
SH
SOLE
27644
0
0
TJX COS INC NEW
COM
872540109
2076
23358
SH
SOLE
23358
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2043
5162
SH
SOLE
5162
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
1983
26294
SH
SOLE
26294
0
0
CANADIAN NATL RY CO
COM
136375102
1964
18133
SH
SOLE
18133
0
0
SHELL PLC
SPON ADS
780259305
1711
26585
SH
SOLE
26585
0
0
CISCO SYS INC
COM
17275R102
1704
31710
SH
SOLE
31710
0
0
TOYOTA MOTOR CORP
ADS
892331307
1665
9267
SH
SOLE
9267
0
0
FEDEX CORP
COM
31428X106
1654
6246
SH
SOLE
6246
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
1637
16077
SH
SOLE
16077
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1620
32803
SH
SOLE
32803
0
0
PACCAR INC
COM
693718108
1609
18935
SH
SOLE
18935
0
0
FERRARI N V
COM
N3167Y103
1608
5443
SH
SOLE
5443
0
0
CME GROUP INC
COM
12572Q105
1519
7587
SH
SOLE
7587
0
0
AMAZON COM INC
COM
023135106
1433
11280
SH
SOLE
11280
0
0
CHUBB LIMITED
COM
H1467J104
1422
6833
SH
SOLE
6833
0
0
NORTHROP GRUMMAN CORP
COM
666807102
1350
3067
SH
SOLE
3067
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1329
12085
SH
SOLE
12085
0
0
RB GLOBAL INC
COM
74935Q107
1327
21244
SH
SOLE
21244
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
1325
4869
SH
SOLE
4869
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1293
13654
SH
SOLE
13654
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1258
5232
SH
SOLE
5232
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
1146
16930
SH
SOLE
16930
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1120
1903
SH
SOLE
1903
0
0
LOCKHEED MARTIN CORP
COM
539830109
1112
2721
SH
SOLE
2721
0
0
PAYPAL HLDGS INC
COM
70450Y103
1106
18920
SH
SOLE
18920
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1087
5715
SH
SOLE
5715
0
0
MICRON TECHNOLOGY INC
COM
595112103
1081
15900
SH
SOLE
15900
0
0
HONDA MOTOR LTD
AMERN SHS
438128308
1075
31981
SH
SOLE
31981
0
0
AFLAC INC
COM
001055102
1068
13922
SH
SOLE
13922
0
0
FISERV INC
COM
337738108
1067
9450
SH
SOLE
9450
0
0
IMPERIAL OIL LTD
COM NEW
453038408
1064
17266
SH
SOLE
17266
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1061
7560
SH
SOLE
7560
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1051
14605
SH
SOLE
14605
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1040
1841
SH
SOLE
1841
0
0
PROCTER AND GAMBLE CO
COM
742718109
1015
6964
SH
SOLE
6964
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1013
8255
SH
SOLE
8255
0
0
MONDELEZ INTL INC
CL A
609207105
1004
14476
SH
SOLE
14476
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
998
16473
SH
SOLE
16473
0
0
ILLINOIS TOOL WKS INC
COM
452308109
982
4267
SH
SOLE
4267
0
0
DISNEY WALT CO
COM
254687106
973
12006
SH
SOLE
12006
0
0
SAP SE
SPON ADR
803054204
953
7375
SH
SOLE
7375
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
939
10036
SH
SOLE
10036
0
0
PEPSICO INC
COM
713448108
913
5391
SH
SOLE
5391
0
0
COCA-COLA FEMSA SAB DE CV
SPONSORD ADR REP
191241108
900
11478
SH
SOLE
11478
0
0
SEMPRA
COM
816851109
875
12864
SH
SOLE
12864
0
0
THOMSON REUTERS CORP.
COM
884903808
865
7074
SH
SOLE
7074
0
0
EBAY INC.
COM
278642103
847
19220
SH
SOLE
19220
0
0
TRANSPORTADORA DE GAS SUR
SPONSORED ADS B
893870204
840
82565
SH
SOLE
82565
0
0
UNION PAC CORP
COM
907818108
806
3959
SH
SOLE
3959
0
0
INTEL CORP
COM
458140100
779
21932
SH
SOLE
21932
0
0
COCA COLA CO
COM
191216100
746
13332
SH
SOLE
13332
0
0
CVS HEALTH CORP
COM
126650100
745
10679
SH
SOLE
10679
0
0
REPUBLIC SVCS INC
COM
760759100
743
5215
SH
SOLE
5215
0
0
BROOKFIELD CORP
CL A LTD VT SH
11271J107
737
23569
SH
SOLE
23569
0
0
WIPRO LTD
SPON ADR 1 SH
97651M109
734
151687
SH
SOLE
151687
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
682
10379
SH
SOLE
10379
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
670
12603
SH
SOLE
12603
0
0
ABB LTD
SPONSORED ADR
000375204
643
18073
SH
SOLE
18073
0
0
BROADCOM INC
COM
11135F101
624
752
SH
SOLE
752
0
0
SOCIEDAD QUIMICA Y MINERA DE
SPON ADR SER B
833635105
612
10262
SH
SOLE
10262
0
0
EURONAV NV
SHS
B38564108
595
36254
SH
SOLE
36254
0
0
TARGET CORP
COM
87612E106
592
5357
SH
SOLE
5357
0
0
ORIX CORP
SPONSORED ADR
686330101
589
6279
SH
SOLE
6279
0
0
CENTRAIS ELETRICAS BRASILEIR
SPONSORED ADR
15234Q207
578
79119
SH
SOLE
79119
0
0
INFOSYS LTD
SPONSORED ADR
456788108
561
32820
SH
SOLE
32820
0
0
AON PLC
SHS CL A
G0403H108
554
1711
SH
SOLE
1711
0
0
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
552
2645
SH
SOLE
2645
0
0
CATERPILLAR INC
COM
149123101
544
1996
SH
SOLE
1996
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
520
3904
SH
SOLE
3904
0
0
MERCK & CO INC
COM
58933Y105
516
5021
SH
SOLE
5021
0
0
APTIV PLC
SHS
G6095L109
503
5103
SH
SOLE
5103
0
0
D R HORTON INC
COM
23331A109
493
4595
SH
SOLE
4595
0
0
EMERSON ELEC CO
COM
291011104
483
5008
SH
SOLE
5008
0
0
LOGITECH INTL S A
SHS
H50430232
482
7001
SH
SOLE
7001
0
0
TELEFONICA S A
SPONSORED ADR
879382208
478
117476
SH
SOLE
117476
0
0
ORACLE CORP
COM
68389X105
435
4113
SH
SOLE
4113
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
426
3043
SH
SOLE
3043
0
0
WASTE MGMT INC DEL
COM
94106L109
422
2773
SH
SOLE
2773
0
0
MR COOPER GROUP INC
COM
62482R107
419
7832
SH
SOLE
7832
0
0
LINDE PLC
SHS
G54950103
394
1060
SH
SOLE
1060
0
0
ALCON AG
ORD SHS
H01301128
388
5042
SH
SOLE
5042
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
382
84683
SH
SOLE
84683
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
380
3400
SH
SOLE
3400
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
377
2529
SH
SOLE
2529
0
0
AMERICA MOVIL SAB DE CV
SPON ADS RP CL B
02390A101
376
21735
SH
SOLE
21735
0
0
ROGERS COMMUNICATIONS INC
CL B
775109200
371
9666
SH
SOLE
9666
0
0
NETEASE INC
SPONSORED ADS
64110W102
354
3537
SH
SOLE
3537
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
339
9459
SH
SOLE
9459
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
336
4643
SH
SOLE
4643
0
0
RENTOKIL INITIAL PLC
SPONSORED ADR
760125104
331
8957
SH
SOLE
8957
0
0
CARDINAL HEALTH INC
COM
14149Y108
321
3700
SH
SOLE
3700
0
0
META PLATFORMS INC
CL A
30303M102
317
1059
SH
SOLE
1059
0
0
PEARSON PLC
SPONSORED ADR
705015105
304
28913
SH
SOLE
28913
0
0
SYSCO CORP
COM
871829107
304
4607
SH
SOLE
4607
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
292
1879
SH
SOLE
1879
0
0
CAPITAL ONE FINL CORP
COM
14040H105
285
2939
SH
SOLE
2939
0
0
AUTOZONE INC
COM
053332102
276
109
SH
SOLE
109
0
0
TE CONNECTIVITY LTD
SHS
H84989104
271
2200
SH
SOLE
2200
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
269
532
SH
SOLE
532
0
0
NICE LTD
SPONSORED ADR
653656108
266
1569
SH
SOLE
1569
0
0
GENERAL DYNAMICS CORP
COM
369550108
265
1203
SH
SOLE
1203
0
0
PUBLIC STORAGE
COM
74460D109
262
995
SH
SOLE
995
0
0
OPEN TEXT CORP
COM
683715106
260
7418
SH
SOLE
7418
0
0
GARMIN LTD
SHS
H2906T109
255
2426
SH
SOLE
2426
0
0
BAIDU INC
SPON ADR REP A
056752108
255
1899
SH
SOLE
1899
0
0
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
250
16191
SH
SOLE
16191
0
0
SCHWAB CHARLES CORP
COM
808513105
247
4510
SH
SOLE
4510
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
239
6060
SH
SOLE
6060
0
0
EXPEDITORS INTL WASH INC
COM
302130109
233
2037
SH
SOLE
2037
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
233
7201
SH
SOLE
7201
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
229
252
SH
SOLE
252
0
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
227
2088
SH
SOLE
2088
0
0
PHILIP MORRIS INTL INC
COM
718172109
225
2431
SH
SOLE
2431
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
224
1700
SH
SOLE
1700
0
0
SUN LIFE FINANCIAL INC.
COM
866796105
218
4481
SH
SOLE
4481
0
0
VALE S A
SPONSORED ADS
91912E105
209
15660
SH
SOLE
15660
0
0
DANAHER CORPORATION
COM
235851102
205
830
SH
SOLE
830
0
0
FASTLY INC
CL A
31188V100
205
10733
SH
SOLE
10733
0
0
MAGNA INTL INC
COM
559222401
203
3800
SH
SOLE
3800
0
0
VALERO ENERGY CORP
COM
91913Y100
203
1435
SH
SOLE
1435
0
0
LAM RESEARCH CORP
COM
512807108
203
324
SH
SOLE
324
0
0