0001906967-22-000004.txt : 20220504
0001906967-22-000004.hdr.sgml : 20220504
20220504160434
ACCESSION NUMBER: 0001906967-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220504
DATE AS OF CHANGE: 20220504
EFFECTIVENESS DATE: 20220504
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: 22891463
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
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0001725888
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03-31-2022
03-31-2022
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
05-04-2022
0
170
285878
false
INFORMATION TABLE
2
simplyrich13fexport03312022.xml
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COM
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ABB LTD ADR SPONSORED
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18075
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SOLE
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18075
ACCENTURE PLC COM
COM
G1151C101
2727
8088
SH
SOLE
0
0
8088
ACTIVISION BLIZZARD INC COM
COM
00507V109
800
9988
SH
SOLE
0
0
9988
AFLAC INC COM
COM
001055102
1003
15592
SH
SOLE
0
0
15592
AGILENT TECHNOLOGIES INC COM
COM
00846U101
452
3416
SH
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0
3416
ALCON AG COM
COM
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255
3225
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3225
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378
15929
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0
15929
ALPHABET INC COM CL A
COM CL A
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8591
3089
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SOLE
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3089
ALPHABET INC COM CL C
COM CL C
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5117
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5117
AMAZON COM INC COM
COM
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564
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564
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885
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COM
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AON PLC (IE) COM CL A
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BROADCOM INC COM
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CANADIAN NATIONAL RAILWAYS CO COM
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CAPITAL ONE FINANCIAL CORP COM
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14040H105
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2939
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625
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CIGNA CORPORATION COM
COM
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CME GROUP INC COM
COM
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COM
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14052
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EMERSON ELECTRIC CO COM
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ESTEE LAUDER COMPANIES INC COM CL A
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EURONAV COM
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HOME DEPOT INC COM
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16831
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ILLINOIS TOOL WORKS INC COM
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INTEL CORP COM
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INTERNATIONAL BUS MACH CORP COM
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MSCI USA MIN VOL FACTOR ETF
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180941
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ISHARES TRUST SP SMCP600VL ETF
SP SMCP600VL ETF
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341
3334
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JOHNSON CONTROLS INTL PLC COM
COM
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KEYSIGHT TECHNOLOGIES INC COM
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KUBOTA CORP ADR SPONSORED
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LIBERTY BROADBAND CORP COM
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LIBERTY MEDIA CORPORATION COM
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LOCKHEED MARTIN CORP COM
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MAGNA INTERNATIONAL INC COM
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244
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MARSH & MCLENNAN COMPANIES INC COM
COM
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MCKESSON CORPORATION COM
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MERCK & CO INC COM
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META PLATFORMS INC COM CL A
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MICRON TECHNOLOGY INC COM
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MICROSOFT CORP COM
COM
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MONDELEZ INTL INC COM CL A
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MR COOPER GROUP INC COM
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568
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NETEASE INC ADR SPONSORED
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64110W102
211
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NICE LTD ADR SPONSORED
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ADR SPONSORED
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296
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NIKE INC COM CL B
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NORTHROP GRUMMAN CORP COM
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OMNICOM GROUP INC COM
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ORACLE CORP COM
COM
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ORIX CORPORATION ADR SPONSORED
ADR SPONSORED
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656
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PACCAR INC COM
COM
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PAYPAL HOLDINGS INC COM
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PEPSICO INC COM
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641
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SEMPRA COM
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0
0
6000
WALMART INC COM
COM
931142103
2202
14789
SH
SOLE
0
0
14789
WALT DISNEY COMPANY (THE) COM
COM
254687106
1664
12137
SH
SOLE
0
0
12137
WASTE MANAGEMENT INC COM
COM
94106L109
462
2919
SH
SOLE
0
0
2919
WIPRO ADR SPONSORED
ADR SPONSORED
97651M109
546
70847
SH
SOLE
0
0
70847
WISDOMTREE TRUST EMG MKTS SMCAP ETF
EMG MKTS SMCAP ETF
97717W281
504
9472
SH
SOLE
0
0
9472
WISDOMTREE TRUST GLB EX US RL EST ETF
GLB EX US RL EST ETF
97717W331
305
13212
SH
SOLE
0
0
13212
WISDOMTREE TRUST INTL SMCAP DIV ETF
INTL SMCAP DIV ETF
97717W760
605
8822
SH
SOLE
0
0
8822
ZYNGA INC COM CL A
COM CL A
98986T108
1720
186228
SH
SOLE
0
0
186228