Fund Holdings — Lester Murray Antman dba SimplyRich

Total Portfolio Value
$345.6K
Total Bought
$16.4K
Total Sold
$20.3K
Net Transaction
-$4.0K
Filing Period:
Securities
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SharesValue ($K)
Q4 2024
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Q1 2025
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Change
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Q4 2024
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Q1 2025
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Weight (%)
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Change
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ISHARES MSCI USA MIN VOLFCTR ETF
MSCI USA MIN ETF
188,264211,915+23,65117205.74%+3
BERKSHIRE HATHAWAY INC DCLASS A02+2020.46%+2
ISHARES MSCI EAF MIN VOLFCT ETF
MSCI EAFE MIN VL
201,949203,486+1,53714164.59%+2
VISA INC CLASS A(V)23,55223,5520782.39%+1
THE CIGNA GROUP(CI)12,50412,5040341.19%+1
BERKSHIRE HATHAWAY CLASS B7,2787,2780341.12%+1
MCKESSON CORP(MCK)5,1915,1910331.01%+1
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS(SHEL)26,56429,415+2,851220.62%0
AMGEN INC(AMGN)9,0959,0950230.82%0
ELEVANCE HEALTH INC(ELV)6,2496,341+92230.80%0
NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVS)15,89217,776+1,884220.57%0
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS(RELX)81,01181,000-11441.18%0
TENCENT MUSIC ENTMT GR FSPONSORED ADR 1 ADR REPS 2 ORD SHS(TME)026,543+26,543000.11%0
CVS HEALTH CORP(CVS)8,06510,316+2,251010.20%0
VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS(VIPS)151,159151,174+15220.69%0
AT&T INC(T)13,41422,456+9,042010.18%0
INTERCONTINENTAL EXCHANG(ICE)11,89511,8950220.59%0
UNITEDHEALTH GROUP INC(UNH)15,16915,1690882.30%0
CME GROUP INC CLASS A(CME)8,1728,1720220.63%0
PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS(PDD)2,6104,420+1,810010.15%0
TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS(TAK)19,67234,671+14,999010.15%0
RTX CORP(RTX)14,21614,2160220.54%0
KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS(BEKE)011,624+11,624000.07%0
MCDONALDS CORP(MCD)10,90010,857-43330.98%0
BARRICK GOLD CORP F011,843+11,843000.07%0
MONDELEZ INTL INC CLASS A(MDLZ)15,06516,631+1,566110.33%0
VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS022,719+22,719000.07%0
VICI PPTYS INC REIT(VICI)06,646+6,646000.06%0
REPUBLIC SVCS INC(RSG)5,2155,2150110.37%0
RB GLOBAL INC F(RBA)20,83920,8390220.60%0
EXPEDITORS INTL WASH INCCLASS A(EXPD)01,743+1,743000.06%0
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS(BABA)4,2524,267+15010.16%0
VERIZON COMMUNICATIONS I(VZ)8,26811,781+3,513010.15%0
VANGUARD GLOBAL MINIMUM VOLATILITY ADMR06,132+6,132000.06%0
MARSH & MCLENNAN COS INC(MRSH)6,2426,2420120.44%0
NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NMR)78,441105,727+27,286010.19%0
IMPERIAL OIL LTD F(IMO)17,26617,2660110.36%0
MR COOPER GROUP INC7,8327,8320110.27%0
CHUBB LTD F
COM
6,9496,9490220.61%0
ISHARES MSCI GLOBAL MIN VOL FCT ETF15,06615,671+605220.53%0
ANGLOGOLD ASHANTI PLC F(AU)14,13813,529-609010.15%0
TAKE-TWO INTERACTIVE SOF(TTWO)7,5607,5600120.45%0
BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS5,4086,753+1,345010.18%0
SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS(SAP)7,3757,3750220.57%0
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TTE)7,0038,396+1,393010.16%0
CHECK POINT SOFTWARE T F
ORD
3,6043,608+4110.24%0
FISERV INC(FISV)9,4189,4180220.60%0
COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS(KOF)10,76510,7650110.28%0
AFLAC INC(AFL)16,56516,693+128220.54%0
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS(AZN)16,93017,033+103110.36%0
IBM CORP(IBM)4,9414,942+1110.36%0
GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS(GFI)15,99215,9920000.10%0
ENBRIDGE INC F(ENB)8,84211,625+2,783010.15%0
NORTHROP GRUMMAN CORP(NOC)3,0673,0670120.45%0
FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS(FINV)45,30745,503+196000.13%0
SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS(SONY)29,05829,067+9110.21%0
ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS15,92915,9290010.18%0
LINDE PLC F(LIN)2,1732,206+33110.30%0
MASTERCARD INC CLASS A(MA)5,1625,1620330.82%0
EBAY INC(EBAY)19,22019,2200110.38%0
THE COCA-COLA CO(KO)12,72012,566-154110.26%0
BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS30,80030,8000110.18%0
ELETROBRAS ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS(AXIAY)72,83472,8340010.15%0
HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS(HSBC)12,33212,336+4110.20%0
WASTE MGMT INC DEL(WM)3,1773,178+1110.21%0
QIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS(QFIN)14,28814,2880110.19%0
PHILIP MORRIS INTL INC(PM)2,4272,4270000.11%0
WHEATON PRECIOUS METAL F(WPM)4,2014,2010000.09%0
CISCO SYS INC(CSCO)35,17535,195+20220.63%0
THOMSON REUTERS CORP F(TRI)7,0747,0740110.35%0
SOUTHERN COPPER CORP(SCCO)28,17628,367+191330.77%0
LOCKHEED MARTIN CORP(LMT)2,7243,150+426110.41%0
AUTOZONE INC(AZO)1351350010.15%0
AUTOMATIC DATA PROCESSIN6,1526,1520220.54%0
CARDINAL HEALTH INC(CAH)3,7003,7000010.15%0
TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEFOF)110,771110,7710010.15%0
O REILLY AUTOMOTIVE INC(ORLY)252258+6000.11%0
FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS(FMX)5,2675,324+57010.15%0
AON PLC FCLASS A(AON)1,7111,7110110.20%0
NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS(NTES)4,8384,840+2000.14%0
COSTCO WHSL CORP NEW(COST)2,1242,127+3220.58%0
GARMIN LTD F(GRMN)5,4015,402+1110.34%0
DEERE & CO(DE)1,0241,039+15000.14%0
INVESCO DB PRECIOUS METALS FUND(DBP)5,0005,0000000.10%0
ALCON INC F(ALC)5,2685,2680010.14%0
COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS(SBS)14,68614,6860000.08%0
WILLIS TOWERS WATSON P F(WTW)2,0822,0820110.20%0
SPDR GOLD SHARES ETF(GLD)1,0891,0890000.09%0
ALTRIA GROUP INC(MO)6,3376,342+5000.11%0
HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS(HLN)62,53362,5330110.19%0
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS(BTI)7,5847,772+188000.09%0
MICRON TECHNOLOGY INC(MU)15,90015,9000110.40%0
BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS27,20027,2000000.10%0
FOX CORP CLASS B(FOX)5,5395,608+69000.09%0
CHEVRON CORP NEW(CVX)1,8321,8320000.09%0
CHENIERE ENERGY INC(LNG)2,1392,155+16000.14%0
QUEST DIAGNOSTICS INC(DGX)2,1032,1030000.10%0
KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS17,60017,6000010.15%0
INTEL CORP(INTC)12,68912,431-258000.08%0
UNION PAC CORP(UNP)3,9593,936-23110.27%0
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