0001838234-21-000002.txt : 20210201
0001838234-21-000002.hdr.sgml : 20210201
20210201133003
ACCESSION NUMBER: 0001838234-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210201
DATE AS OF CHANGE: 20210201
EFFECTIVENESS DATE: 20210201
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: 21575975
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
12-31-2020
12-31-2020
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
02-01-2021
0
156
223747
false
INFORMATION TABLE
2
simplyrich13fexport12312020.xml
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
100
16800
SH
SOLE
16800
0
0
ASE TECHNOLOGY HLDG CO LTD
SPONSORED ADS
00215W100
104
17749
SH
SOLE
17749
0
0
CENTRAIS ELETRICAS BRASILEIR
SPON ADR PFD B
15234Q108
116
16635
SH
SOLE
16635
0
0
CK HUTCHISON HLDGS
COM
12562Y100
141
20200
SH
SOLE
20200
0
0
Sun Hung Kai Properties Limited
ADR
86676H302
201
15700
SH
SOLE
15700
0
0
PHILIP MORRIS INTL INC
COM
718172109
201
2431
SH
SOLE
2431
0
0
TEXAS INSTRS INC
COM
882508104
206
1256
SH
SOLE
1256
0
0
AT&T INC
COM
00206R102
207
7199
SH
SOLE
7199
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
208
555
SH
SOLE
555
0
0
ALCON AG
ORD SHS
H01301128
213
3225
SH
SOLE
3225
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
216
4200
SH
SOLE
4200
0
0
NETEASE INC
SPONSORED ADS
64110W102
216
2255
SH
SOLE
2255
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
223
479
SH
SOLE
479
0
0
PUBLIC STORAGE
COM
74460D109
224
969
SH
SOLE
969
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
225
1700
SH
SOLE
1700
0
0
AMBEV SA
SPONSORED ADR
02319V103
230
75000
SH
SOLE
75000
0
0
KIMBERLY CLARK CORP
COM
494368103
230
1706
SH
SOLE
1706
0
0
WIPRO LTD
COM
97651M109
233
41197
SH
SOLE
41197
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
238
3162
SH
SOLE
3162
0
0
SCHWAB CHARLES CORP
COM
808513105
239
4510
SH
SOLE
4510
0
0
MR COOPER GROUP INC
COM
62482R107
243
7832
SH
SOLE
7832
0
0
VIACOMCBS INC
CL B
92556H206
246
6600
SH
SOLE
6600
0
0
ORACLE CORP
COM
68389X105
266
4113
SH
SOLE
4113
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
266
2200
SH
SOLE
2200
0
0
MAGNA INTL INC
COM
559222401
269
3800
SH
SOLE
3800
0
0
POWERSHARES DB MULTI-SECTOR
PRECIOUS METAL
46140H502
270
5109
SH
SOLE
5109
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
271
3334
SH
SOLE
3334
0
0
AFLAC INC
COM
001055102
273
6137
SH
SOLE
6137
0
0
SMITH & NEPHEW GROUP PLC
SPDN ADR NEW
83175M205
275
6518
SH
SOLE
6518
0
0
VIPSHOP HOLDINGS LIMITED
SPONSORED ADS A
92763W103
280
9945
SH
SOLE
9945
0
0
CAPITAL ONE FINL CORP
COM
14040H105
291
2939
SH
SOLE
2939
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
300
1893
SH
SOLE
1893
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
308
1830
SH
SOLE
1830
0
0
D R HORTON INC
COM
23331A109
317
4595
SH
SOLE
4595
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
318
7300
SH
SOLE
7300
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
326
8688
SH
SOLE
8688
0
0
IMPERIAL OIL LTD
COM NEW
453038408
329
17266
SH
SOLE
17266
0
0
BROADCOM INC
COM
11135F101
329
751
SH
SOLE
751
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
333
2357
SH
SOLE
2357
0
0
Marine Harvest ASA
ADR
56824R205
334
15099
SH
SOLE
15099
0
0
RITCHIE BROS AUCTIONEERS
COM
767744105
341
4900
SH
SOLE
4900
0
0
SYSCO CORP
COM
871829107
342
4607
SH
SOLE
4607
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
351
2792
SH
SOLE
2792
0
0
ERICSSON
ADR B SEK 10
294821608
356
29827
SH
SOLE
29827
0
0
AON PLC
SHS CL A
G0408V102
361
1711
SH
SOLE
1711
0
0
CHUNGHWA TELECOM CO LTD
SPON ADR NEW11
17133Q502
365
9459
SH
SOLE
9459
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
371
4292
SH
SOLE
4292
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
382
6477
SH
SOLE
6477
0
0
CATERPILLAR INC
COM
149123101
384
2107
SH
SOLE
2107
0
0
ALLIANZ SE
ADR UNSPONSORED
018820100
393
15929
SH
SOLE
15929
0
0
EMERSON ELEC CO
COM
291011104
402
5008
SH
SOLE
5008
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
403
3400
SH
SOLE
3400
0
0
MERCK & CO INC
COM
58933Y105
411
5021
SH
SOLE
5021
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
421
2981
SH
SOLE
2981
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
423
2662
SH
SOLE
2662
0
0
NICE LTD
SPONSORED ADR
653656108
428
1511
SH
SOLE
1511
0
0
FRESENIUS MED CARE AG&CO KGA
SPONSORED ADR
358029106
444
10672
SH
SOLE
10672
0
0
WISDOMTREE TR
GLB EX US RL EST
97717W331
457
17831
SH
SOLE
17831
0
0
Nidec Corporation
ADR
654090109
474
14964
SH
SOLE
14964
0
0
Komatsu Ltd
COM
500458401
487
17600
SH
SOLE
17600
0
0
REPUBLIC SVCS INC
COM
760759100
502
5215
SH
SOLE
5215
0
0
Bridgestone Corp
ADR
108441205
505
30800
SH
SOLE
30800
0
0
ABB LTD
SPONSORED ADR
000375204
505
18075
SH
SOLE
18075
0
0
ORIX CORP
SPONSORED ADR
686330101
508
6572
SH
SOLE
6572
0
0
SEMPRA ENERGY
COM
816851109
526
4126
SH
SOLE
4126
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
531
11122
SH
SOLE
11122
0
0
COSTCO WHSL CORP NEW
COM
22160K105
539
1430
SH
SOLE
1430
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
555
8142
SH
SOLE
8142
0
0
INFOSYS LTD
SPONSORED ADR
456788108
555
32722
SH
SOLE
32722
0
0
BASF SE
ADR
055262505
567
28800
SH
SOLE
28800
0
0
SIRIUS XM HLDGS INC
COM
82968B103
574
90157
SH
SOLE
90157
0
0
CME GROUP INC
COM CL A
12572Q105
580
3188
SH
SOLE
3188
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
587
12603
SH
SOLE
12603
0
0
ULTRAPAR PARTICIPACOES SA
SP ADR REP COM
90400P101
599
132173
SH
SOLE
132173
0
0
RYDEX ETF TRUST
GUG S&P SC600 PV
78355W700
599
9002
SH
SOLE
9002
0
0
THOMSON REUTERS CORP
COM NEW
884903709
609
7441
SH
SOLE
7441
0
0
MARSH & MCLENNAN COS INC
COM
571748102
635
5431
SH
SOLE
5431
0
0
COCA COLA CO
COM
191216100
656
11956
SH
SOLE
11956
0
0
APTIV PLC
SHS
G6095L109
665
5103
SH
SOLE
5103
0
0
PACCAR INC
COM
693718108
673
7800
SH
SOLE
7800
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
696
2
SH
SOLE
2
0
0
CVS HEALTH CORP
COM
126650100
722
10565
SH
SOLE
10565
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
730
7530
SH
SOLE
7530
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
749
12748
SH
SOLE
12748
0
0
ISHARES TR
INTL DEVPPTY ETF
464288422
767
21514
SH
SOLE
21514
0
0
PEPSICO INC
COM
713448108
799
5391
SH
SOLE
5391
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
828
4869
SH
SOLE
4869
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
846
16930
SH
SOLE
16930
0
0
CHUBB LIMITED
COM
H1467J104
856
5562
SH
SOLE
5562
0
0
MONDELEZ INTL INC
CL A
609207105
857
14652
SH
SOLE
14652
0
0
MCKESSON CORP
COM
58155Q103
866
4982
SH
SOLE
4982
0
0
ILLINOIS TOOL WKS INC
COM
452308109
870
4267
SH
SOLE
4267
0
0
FASTLY INC
CL A
31188V100
875
10019
SH
SOLE
10019
0
0
FACEBOOK INC
CL A
30303M102
878
3216
SH
SOLE
3216
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
886
5026
SH
SOLE
5026
0
0
UNION PAC CORP
COM
907818108
898
4311
SH
SOLE
4311
0
0
3M CO
COM
88579Y101
904
5173
SH
SOLE
5173
0
0
NORTHROP GRUMMAN CORP
COM
666807102
935
3067
SH
SOLE
3067
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
944
10167
SH
SOLE
10167
0
0
TARGET CORP
COM
87612E106
946
5357
SH
SOLE
5357
0
0
EBAY INC
COM
278642103
966
19220
SH
SOLE
19220
0
0
PROCTER AND GAMBLE CO
COM
742718109
973
6990
SH
SOLE
6990
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
989
2027
SH
SOLE
2027
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
1022
24758
SH
SOLE
24758
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1033
23237
SH
SOLE
23237
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1044
14597
SH
SOLE
14597
0
0
SAP SE
SPON ADR
803054204
1083
8307
SH
SOLE
8307
0
0
FISERV INC
COM
337738108
1087
9550
SH
SOLE
9550
0
0
LOCKHEED MARTIN CORP
COM
539830109
1089
3067
SH
SOLE
3067
0
0
MICRON TECHNOLOGY INC
COM
595112103
1195
15900
SH
SOLE
15900
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1230
8255
SH
SOLE
8255
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1252
13654
SH
SOLE
13654
0
0
Nippon Telegraph & Telephone Corp
ADR
654624105
1331
51782
SH
SOLE
51782
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
1332
8617
SH
SOLE
8617
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1393
12085
SH
SOLE
12085
0
0
CISCO SYS INC
COM
17275R102
1412
31564
SH
SOLE
31564
0
0
INTEL CORP
COM
458140100
1487
29855
SH
SOLE
29855
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1557
16484
SH
SOLE
16484
0
0
TJX COS INC NEW
COM
872540109
1595
23358
SH
SOLE
23358
0
0
FEDEX CORP
COM
31428X106
1622
6246
SH
SOLE
6246
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1650
7118
SH
SOLE
7118
0
0
RELX PLC
SPONSORED ADR
759530108
1662
67377
SH
SOLE
67377
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
1684
19828
SH
SOLE
19828
0
0
CANADIAN NATL RY CO
COM
136375102
1788
16279
SH
SOLE
16279
0
0
SOUTHERN COPPER CORP
COM
84265V105
1813
27846
SH
SOLE
27846
0
0
AMAZON COM INC
COM
023135106
1837
564
SH
SOLE
564
0
0
ZYNGA INC
CL A
98986T108
1838
186228
SH
SOLE
186228
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1843
5162
SH
SOLE
5162
0
0
LVMH Moet Hennessy Louis Vuitton SE
ADR
502441306
1846
14800
SH
SOLE
14800
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1934
32046
SH
SOLE
32046
0
0
ANTHEM INC
COM
036752103
1936
6028
SH
SOLE
6028
0
0
WAL-MART STORES INC
COM
931142103
2093
14523
SH
SOLE
14523
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2113
8088
SH
SOLE
8088
0
0
AMGEN INC
COM
031162100
2157
9380
SH
SOLE
9380
0
0
MCDONALDS CORP
COM
580135101
2204
10273
SH
SOLE
10273
0
0
DISNEY WALT CO
COM DISNEY
254687106
2239
12360
SH
SOLE
12360
0
0
GROUPE CGI INC
CL A SUB VTG
39945C109
2306
29074
SH
SOLE
29074
0
0
CIGNA CORPORATION
COM
125509109
2600
12491
SH
SOLE
12491
0
0
COMCAST CORP NEW
CL A
20030N101
2855
54480
SH
SOLE
54480
0
0
NOVO-NORDISK A S
ADR
670100205
2969
42509
SH
SOLE
42509
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
3380
26504
SH
SOLE
26504
0
0
NIKE INC
CL B
654106103
3658
25858
SH
SOLE
25858
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
3800
34854
SH
SOLE
34854
0
0
LAUDER ESTEE COS INC
CL A
518439104
3998
14644
SH
SOLE
14644
0
0
PAYPAL HLDGS INC
COM
70450Y103
4443
18970
SH
SOLE
18970
0
0
Home Depot Inc
COM
437076102
4474
16844
SH
SOLE
16844
0
0
VISA INC
COM CL A
92826C839
5188
23718
SH
SOLE
23718
0
0
UnitedHealth Group Inc
COM
91324P102
5399
15396
SH
SOLE
15396
0
0
Alphabet Inc
CAP STK CL A
02079K305
5414
3089
SH
SOLE
3089
0
0
MICROSOFT CORP
COM
594918104
5956
26779
SH
SOLE
26779
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
8665
362105
SH
SOLE
362105
0
0
Alphabet Inc
Class C
02079K107
9020
5149
SH
SOLE
5149
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
10445
142287
SH
SOLE
142287
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
11333
166960
SH
SOLE
166960
0
0
ISHARES INC
MIN VOL EMRG MKT
464286533
11350
185828
SH
SOLE
185828
0
0
Apple Inc
COM
037833100
15032
113289
SH
SOLE
113289
0
0